+18.0%
VTR vs CCEP
+30.9%
-13.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.3% |
| 7D | +0.2% | +2.1% | -1.9% | -0.5% |
| 30D | +5.5% | +10.6% | -5.1% | +2.2% |
| 3M | -0.9% | +10.3% | -11.2% | -4.0% |
| 6M | -0.4% | +31.1% | -31.5% | -8.5% |
| YTD | +17.0% | +32.1% | -15.1% | +8.5% |
| 1Y | +18.0% | +32.8% | -14.9% | +9.3% |
| All | +18.0% | +30.9% | -13.0% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling