+173.6%
CCJ vs VSAT
+222.1%
-48.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.2% | -2.0% | +0.7% |
| 7D | +5.9% | +17.3% | -11.4% | +3.3% |
| 30D | +4.7% | -3.3% | +8.0% | +5.1% |
| 3M | -3.3% | +18.7% | -22.0% | -6.9% |
| 6M | -7.0% | +77.6% | -84.6% | -16.0% |
| YTD | +11.5% | +125.6% | -114.2% | -2.5% |
| 1Y | +32.3% | +158.3% | -126.0% | +13.7% |
| All | +173.6% | +222.1% | -48.5% | +104.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling