+367.1%
VT vs CCEP
+1,974.8%
-1,607.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | +0.2% |
| 7D | -0.3% | +4.2% | -4.6% | -2.0% |
| 30D | -1.4% | +14.2% | -15.6% | -6.7% |
| 3M | -1.4% | +9.1% | -10.5% | -5.2% |
| 6M | +5.5% | +26.9% | -21.4% | -4.9% |
| YTD | +12.8% | +29.1% | -16.3% | +0.7% |
| 1Y | +15.4% | +36.8% | -21.3% | +0.5% |
| 3Y | +76.9% | +108.5% | -31.7% | +27.7% |
| 5Y | +60.4% | +155.8% | -95.4% | +4.7% |
| 10Y | +232.8% | +300.3% | -67.6% | +68.5% |
| All | +367.1% | +1,974.8% | -1,607.7% | +0.2% |
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