+53.4%
VT vs CCEP
+157.0%
-103.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.3% | -4.4% |
| 7D | -4.2% | +5.7% | -9.9% | -5.8% |
| 30D | -5.8% | +15.3% | -21.1% | -10.0% |
| 3M | -5.2% | +8.0% | -13.3% | -7.7% |
| 6M | +0.1% | +26.7% | -26.6% | -7.8% |
| YTD | +8.2% | +30.7% | -22.5% | -1.7% |
| 1Y | +10.1% | +36.5% | -26.4% | -1.6% |
| 3Y | +69.7% | +111.1% | -41.5% | +25.0% |
| 5Y | +53.4% | +149.7% | -96.3% | +2.4% |
| All | +53.4% | +157.0% | -103.7% | +2.4% |
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