+1,056.5%
CCJ vs VTEB
+17.9%
+1,038.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.1% | -1.0% |
| 7D | -4.0% | -0.9% | -3.1% | -3.5% |
| 30D | -2.4% | -2.5% | +0.1% | -0.8% |
| 3M | -2.3% | -3.0% | +0.7% | -0.4% |
| 6M | -16.2% | -2.1% | -14.1% | -15.0% |
| YTD | +5.7% | -1.5% | +7.2% | +6.9% |
| 1Y | +21.3% | +0.2% | +21.1% | +21.6% |
| 3Y | +159.4% | +8.6% | +150.8% | +149.0% |
| 5Y | +300.7% | +1.2% | +299.5% | +297.3% |
| All | +1,056.5% | +17.9% | +1,038.6% | +1,197.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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