+373.3%
CCJ vs VOO
+817.1%
-443.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +6.9% | +0.1% | +6.8% | +6.9% |
| 3M | -11.6% | +2.0% | -13.7% | -13.0% |
| 6M | -16.2% | +13.0% | -29.3% | -26.0% |
| YTD | +10.1% | +13.6% | -3.5% | -3.0% |
| 1Y | +32.3% | +20.1% | +12.2% | +10.1% |
| 3Y | +171.3% | +77.6% | +93.7% | +50.0% |
| 5Y | +372.4% | +82.4% | +289.9% | +157.7% |
| 10Y | +1,070.0% | +316.8% | +753.2% | +141.3% |
| All | +373.3% | +817.1% | -443.8% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling