+397.6%
VRT vs CCEP
+110.9%
+286.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.4% |
| 7D | +18.6% | -0.3% | +18.9% | +18.5% |
| 30D | -11.7% | +11.0% | -22.6% | -10.1% |
| 3M | -27.3% | +9.2% | -36.5% | -26.0% |
| 6M | -42.9% | +27.2% | -70.1% | -42.0% |
| YTD | +29.5% | +30.3% | -0.8% | +33.1% |
| 1Y | +21.0% | +28.7% | -7.6% | +24.5% |
| All | +397.6% | +110.9% | +286.7% | +344.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling