+73.7%
VTI vs CCEP
+105.2%
-31.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.0% | +0.2% |
| 7D | -0.4% | -3.7% | +3.3% | +0.8% |
| 30D | -1.6% | -2.1% | +0.5% | -1.0% |
| 3M | +3.6% | +7.2% | -3.6% | +1.0% |
| 6M | +13.0% | +3.3% | +9.7% | +11.3% |
| YTD | +12.7% | +15.7% | -3.0% | +6.6% |
| 1Y | +18.4% | +16.6% | +1.8% | +11.4% |
| 3Y | +76.4% | +84.3% | -7.8% | +36.1% |
| 5Y | +73.7% | +109.0% | -35.3% | +24.8% |
| All | +73.7% | +105.2% | -31.6% | +24.8% |
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