+377.4%
VT vs CCEP
+1,794.2%
-1,416.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +1.2% |
| 7D | +0.4% | -3.1% | +3.5% | +1.7% |
| 30D | +1.0% | -2.6% | +3.6% | +1.9% |
| 3M | +2.4% | +14.9% | -12.6% | -3.6% |
| 6M | +12.0% | +2.3% | +9.7% | +10.3% |
| YTD | +15.3% | +17.8% | -2.5% | +7.0% |
| 1Y | +22.6% | +24.2% | -1.6% | +11.0% |
| 3Y | +74.7% | +84.7% | -10.1% | +32.7% |
| 5Y | +66.1% | +103.2% | -37.1% | +19.2% |
| 10Y | +225.0% | +257.4% | -32.4% | +72.6% |
| All | +377.4% | +1,794.2% | -1,416.8% | +6.5% |
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