+81.8%
VTV vs CCEP
+107.6%
-25.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.2% | +0.4% |
| 7D | -0.7% | -3.7% | +3.0% | +0.4% |
| 30D | -0.5% | -2.1% | +1.6% | 0.0% |
| 3M | +5.3% | +7.2% | -1.9% | +2.9% |
| 6M | +12.9% | +3.3% | +9.6% | +11.3% |
| YTD | +18.5% | +15.7% | +2.8% | +12.7% |
| 1Y | +25.3% | +16.6% | +8.7% | +18.7% |
| 3Y | +68.2% | +84.3% | -16.1% | +35.4% |
| All | +81.8% | +107.6% | -25.8% | +37.9% |
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