+1,481.1%
VTR vs CCEP
+1,747.3%
-266.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -1.0% |
| 7D | -1.7% | -3.1% | +1.4% | -0.7% |
| 30D | -2.4% | -2.6% | +0.2% | -1.6% |
| 3M | +14.8% | +14.9% | -0.1% | +9.4% |
| 6M | +5.3% | +2.3% | +3.1% | +4.2% |
| YTD | +18.1% | +17.8% | +0.2% | +11.2% |
| 1Y | +36.7% | +24.2% | +12.5% | +26.2% |
| 3Y | +130.1% | +84.7% | +45.4% | +84.8% |
| 5Y | +89.5% | +103.2% | -13.7% | +45.4% |
| 10Y | +87.4% | +257.4% | -170.0% | +24.3% |
| All | +1,481.1% | +1,747.3% | -266.2% | +545.7% |
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