+1,065.3%
CCJ vs VO
+197.9%
+867.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.0% |
| 7D | -3.2% | -2.5% | -0.7% | -0.6% |
| 30D | -1.3% | -3.2% | +1.9% | +2.2% |
| 3M | +2.5% | +3.9% | -1.4% | -1.1% |
| 6M | -18.9% | +9.6% | -28.5% | -25.2% |
| YTD | +6.5% | +11.6% | -5.1% | -3.2% |
| 1Y | +22.8% | +12.6% | +10.2% | +10.6% |
| 3Y | +164.5% | +55.4% | +109.1% | +76.1% |
| 5Y | +303.7% | +41.8% | +261.9% | +197.1% |
| All | +1,065.3% | +197.9% | +867.4% | +393.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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