+1,065.3%
CCJ vs VOO
+321.7%
+743.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.3% |
| 7D | -3.2% | -2.0% | -1.2% | -1.1% |
| 30D | -1.3% | -1.7% | +0.3% | +0.6% |
| 3M | +2.5% | +4.7% | -2.2% | -2.0% |
| 6M | -18.9% | +12.6% | -31.4% | -27.4% |
| YTD | +6.5% | +11.8% | -5.3% | -3.6% |
| 1Y | +22.8% | +17.5% | +5.3% | +6.1% |
| 3Y | +164.5% | +77.0% | +87.5% | +56.2% |
| 5Y | +303.7% | +82.6% | +221.1% | +134.9% |
| All | +1,065.3% | +321.7% | +743.6% | +235.6% |
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