+1,583.6%
CCJ vs VSH
+322.5%
+1,261.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.3% | -1.0% |
| 7D | +0.7% | +4.1% | -3.3% | -0.4% |
| 30D | +6.9% | -4.2% | +11.0% | +7.8% |
| 3M | -11.6% | -50.0% | +38.3% | +3.8% |
| 6M | -16.2% | +80.2% | -96.4% | -30.3% |
| YTD | +10.1% | +121.1% | -111.0% | -13.1% |
| 1Y | +32.3% | +112.0% | -79.7% | +5.1% |
| 3Y | +171.3% | +22.5% | +148.8% | +137.8% |
| 5Y | +372.4% | +64.0% | +308.3% | +281.3% |
| 10Y | +1,070.0% | +170.4% | +899.7% | +699.9% |
| All | +1,583.6% | +322.5% | +1,261.1% | +670.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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