+213.7%
VT vs CCEP
+301.0%
-87.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.6% |
| 7D | -2.3% | +2.6% | -4.9% | -3.2% |
| 30D | -5.0% | +15.1% | -20.1% | -9.5% |
| 3M | -4.9% | +7.3% | -12.2% | -7.4% |
| 6M | -1.5% | +23.4% | -25.0% | -8.9% |
| YTD | +8.5% | +29.4% | -20.9% | -1.5% |
| 1Y | +11.4% | +34.2% | -22.9% | -0.3% |
| 3Y | +70.1% | +108.4% | -38.3% | +28.5% |
| 5Y | +53.7% | +147.3% | -93.5% | +7.5% |
| All | +213.7% | +301.0% | -87.3% | +91.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling