+46.5%
VTRS vs CCEP
+105.7%
-59.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | -3.3% | -5.7% | +2.4% | -0.8% |
| 30D | +1.4% | -3.4% | +4.8% | +2.8% |
| 3M | +4.6% | +5.5% | -0.9% | +1.7% |
| 6M | +18.1% | +2.2% | +15.8% | +16.1% |
| YTD | +34.7% | +14.6% | +20.0% | +25.0% |
| 1Y | +65.6% | +18.9% | +46.7% | +50.7% |
| 3Y | +83.8% | +82.6% | +1.2% | +31.6% |
| 5Y | +46.5% | +107.0% | -60.5% | -4.2% |
| All | +46.5% | +105.7% | -59.2% | -4.2% |
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 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