+954.4%
VTI vs CCEP
+2,100.6%
-1,146.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | +0.6% | -1.0% | +1.6% | +1.0% |
| 30D | -1.1% | -1.6% | +0.5% | -0.6% |
| 3M | +3.9% | +11.9% | -8.0% | -0.4% |
| 6M | +14.6% | +7.5% | +7.2% | +11.1% |
| YTD | +13.3% | +18.7% | -5.4% | +5.8% |
| 1Y | +19.2% | +21.4% | -2.2% | +10.2% |
| 3Y | +77.4% | +89.1% | -11.7% | +38.6% |
| 5Y | +74.0% | +108.7% | -34.7% | +29.4% |
| 10Y | +294.6% | +241.0% | +53.6% | +136.6% |
| All | +954.4% | +2,100.6% | -1,146.2% | +200.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling