+88.0%
VTR vs CCEP
+105.2%
-17.3%
-41.8%
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% | +0.4% |
| 7D | -2.9% | -3.7% | +0.8% | -1.6% |
| 30D | -2.8% | -2.1% | -0.7% | -2.1% |
| 3M | +9.0% | +7.2% | +1.8% | +6.0% |
| 6M | +5.0% | +3.3% | +1.7% | +3.2% |
| YTD | +16.9% | +15.7% | +1.2% | +10.1% |
| 1Y | +34.3% | +16.6% | +17.7% | +25.8% |
| 3Y | +131.6% | +84.3% | +47.3% | +79.8% |
| 5Y | +88.0% | +109.0% | -21.0% | +34.0% |
| All | +88.0% | +105.2% | -17.3% | +34.0% |
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