+348.0%
VT vs CCEP
+2,000.7%
-1,652.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.3% | -5.3% | -4.6% |
| 7D | -4.2% | +5.7% | -9.9% | -6.3% |
| 30D | -5.8% | +15.3% | -21.1% | -11.2% |
| 3M | -5.2% | +8.0% | -13.3% | -8.5% |
| 6M | +0.1% | +26.7% | -26.6% | -9.7% |
| YTD | +8.2% | +30.7% | -22.5% | -3.9% |
| 1Y | +10.1% | +36.5% | -26.4% | -4.0% |
| 3Y | +69.7% | +111.1% | -41.5% | +21.9% |
| 5Y | +53.4% | +149.7% | -96.3% | +1.1% |
| 10Y | +219.2% | +305.3% | -86.1% | +60.8% |
| All | +348.0% | +2,000.7% | -1,652.7% | -4.3% |
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