+769.3%
VST vs CCEP
+105.1%
+664.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +4.1% |
| 7D | +8.9% | -3.1% | +12.0% | +9.5% |
| 30D | +6.2% | -2.6% | +8.8% | +6.6% |
| 3M | -2.7% | +14.9% | -17.7% | -6.0% |
| 6M | -8.4% | +2.3% | -10.6% | -9.2% |
| YTD | -7.2% | +17.8% | -25.1% | -11.0% |
| 1Y | -20.9% | +24.2% | -45.1% | -25.6% |
| 3Y | +384.0% | +84.7% | +299.3% | +295.2% |
| All | +769.3% | +105.1% | +664.2% | +563.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling