+897.3%
VST vs CCEP
+296.7%
+600.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.3% | -7.4% | -6.5% |
| 7D | -19.9% | +5.7% | -25.6% | -21.6% |
| 30D | -29.7% | +15.3% | -45.0% | -33.4% |
| 3M | -19.6% | +8.0% | -27.6% | -22.3% |
| 6M | -29.4% | +26.7% | -56.1% | -35.9% |
| YTD | -29.7% | +30.7% | -60.4% | -37.1% |
| 1Y | -40.0% | +36.5% | -76.6% | -47.3% |
| 3Y | +231.0% | +111.1% | +119.9% | +138.8% |
| 5Y | +500.1% | +149.7% | +350.3% | +293.7% |
| 10Y | +1,004.2% | +305.3% | +698.9% | +533.6% |
| All | +897.3% | +296.7% | +600.7% | +460.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling