+753.7%
CCJ vs VSAT
-16.2%
+769.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.5% | -0.5% |
| 7D | -0.8% | +5.9% | -6.7% | -2.1% |
| 30D | -13.2% | +9.7% | -22.9% | -15.2% |
| 3M | -27.6% | -18.3% | -9.3% | -25.2% |
| 6M | -38.7% | -4.1% | -34.7% | -39.9% |
| YTD | -22.7% | +96.5% | -119.2% | -34.6% |
| 1Y | -17.6% | +89.3% | -106.8% | -30.0% |
| 3Y | +62.7% | +270.1% | -207.4% | +6.7% |
| 5Y | +159.7% | +26.4% | +133.4% | +105.4% |
| All | +753.7% | -16.2% | +769.9% | +528.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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