+176.8%
CCJ vs VO
+57.7%
+119.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.0% |
| 7D | +5.9% | +0.6% | +5.3% | +5.1% |
| 30D | +4.7% | -1.1% | +5.8% | +6.3% |
| 3M | -3.3% | +4.5% | -7.8% | -8.3% |
| 6M | -7.0% | +11.1% | -18.1% | -17.4% |
| YTD | +11.5% | +13.5% | -2.1% | -3.1% |
| 1Y | +32.3% | +14.5% | +17.8% | +13.8% |
| 3Y | +176.8% | +58.1% | +118.7% | +84.3% |
| All | +176.8% | +57.7% | +119.1% | +84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling