+68.1%
VTRS vs CCEP
+18.3%
+49.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -2.2% | -2.8% | +0.6% | -1.5% |
| 30D | +3.3% | -4.0% | +7.3% | +4.3% |
| 3M | +2.0% | +5.2% | -3.2% | +0.3% |
| 6M | +19.9% | +2.7% | +17.2% | +18.5% |
| YTD | +35.7% | +14.5% | +21.2% | +28.3% |
| 1Y | +68.1% | +17.2% | +50.9% | +58.1% |
| All | +68.1% | +18.3% | +49.8% | +58.1% |
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