+11.4%
VT vs CCEP
+36.6%
-25.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | -2.3% | +2.6% | -4.9% | -2.5% |
| 30D | -5.0% | +15.1% | -20.1% | -6.1% |
| 3M | -4.9% | +7.3% | -12.2% | -5.4% |
| 6M | -1.5% | +23.4% | -25.0% | -3.9% |
| YTD | +8.5% | +29.4% | -20.9% | +7.4% |
| 1Y | +11.4% | +34.2% | -22.9% | +9.6% |
| All | +11.4% | +36.6% | -25.3% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling