+1,056.5%
CCJ vs VSAT
+3.3%
+1,053.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -4.0% | -1.3% | -2.7% | -3.8% |
| 30D | -2.4% | -14.8% | +12.4% | +0.6% |
| 3M | -2.3% | +2.2% | -4.5% | -4.2% |
| 6M | -16.2% | +60.2% | -76.4% | -25.6% |
| YTD | +5.7% | +115.6% | -110.0% | -11.6% |
| 1Y | +21.3% | +132.9% | -111.6% | -0.6% |
| 3Y | +159.4% | +216.1% | -56.7% | +76.8% |
| 5Y | +300.7% | +52.9% | +247.7% | +200.7% |
| All | +1,056.5% | +3.3% | +1,053.1% | +769.4% |
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