+173.6%
CCJ vs VOO
+77.8%
+95.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.1% |
| 7D | +5.9% | +0.5% | +5.4% | +5.1% |
| 30D | +4.7% | -0.9% | +5.6% | +6.3% |
| 3M | -3.3% | +3.9% | -7.2% | -8.1% |
| 6M | -7.0% | +14.5% | -21.6% | -22.2% |
| YTD | +11.5% | +13.0% | -1.5% | -4.6% |
| 1Y | +32.3% | +19.4% | +12.8% | +5.9% |
| All | +173.6% | +77.8% | +95.8% | +54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling