+1,466.8%
VTR vs CCEP
+1,971.1%
-504.3%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.9% |
| 3M | -0.9% | +10.3% | -11.2% | -4.3% |
| 6M | -0.4% | +31.1% | -31.5% | -9.3% |
| YTD | +17.0% | +32.1% | -15.1% | +6.0% |
| 1Y | +18.0% | +32.8% | -14.9% | +6.6% |
| 3Y | +127.4% | +111.3% | +16.0% | +74.5% |
| 5Y | +92.3% | +147.5% | -55.2% | +38.2% |
| 10Y | +129.6% | +338.1% | -208.5% | +43.4% |
| All | +1,466.8% | +1,971.1% | -504.3% | +515.2% |
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