+753.7%
CCJ vs VOO
+309.6%
+444.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.1% |
| 7D | -0.8% | +2.6% | -3.4% | -3.4% |
| 30D | -13.2% | -2.0% | -11.2% | -11.0% |
| 3M | -27.6% | -2.8% | -24.9% | -25.0% |
| 6M | -38.7% | +2.2% | -40.9% | -39.3% |
| YTD | -22.7% | +11.5% | -34.2% | -29.6% |
| 1Y | -17.6% | +13.5% | -31.1% | -26.1% |
| 3Y | +62.7% | +78.1% | -15.4% | -4.0% |
| 5Y | +159.7% | +73.1% | +86.6% | +58.4% |
| All | +753.7% | +309.6% | +444.0% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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