+342.9%
CCJ vs VOO
+81.6%
+261.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -0.9% |
| 7D | +4.2% | -0.4% | +4.5% | +4.7% |
| 30D | +3.2% | -1.4% | +4.6% | +5.3% |
| 3M | -1.8% | +3.7% | -5.5% | -6.1% |
| 6M | -13.5% | +13.0% | -26.6% | -25.6% |
| YTD | +9.7% | +12.4% | -2.7% | -4.5% |
| 1Y | +30.0% | +18.6% | +11.4% | +6.3% |
| 3Y | +172.6% | +78.1% | +94.5% | +36.7% |
| 5Y | +342.9% | +82.3% | +260.7% | +130.1% |
| All | +342.9% | +81.6% | +261.4% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling