+1,065.3%
CCJ vs VIG
+247.5%
+817.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.5% |
| 7D | -3.2% | -2.2% | -1.0% | -0.9% |
| 30D | -1.3% | -3.2% | +1.9% | +2.1% |
| 3M | +2.5% | +3.0% | -0.5% | -0.4% |
| 6M | -18.9% | +8.1% | -27.0% | -24.4% |
| YTD | +6.5% | +9.1% | -2.6% | -1.5% |
| 1Y | +22.8% | +12.6% | +10.3% | +10.4% |
| 3Y | +164.5% | +55.4% | +109.1% | +76.2% |
| 5Y | +303.7% | +62.8% | +240.9% | +161.4% |
| All | +1,065.3% | +247.5% | +817.8% | +273.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 10y: compounded portfolio wealth divided by compounded VIG 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…
10y analysis · Full analysis span regression · 6 months rolling