+31.2%
VCIT vs CCJ
+859.4%
-828.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.7% | -5.6% | 0.0% |
| 7D | +0.7% | +2.7% | -2.0% | +0.7% |
| 30D | +1.8% | -14.4% | +16.2% | +2.0% |
| 3M | -1.1% | -22.6% | +21.5% | -0.8% |
| 6M | -1.7% | -35.4% | +33.8% | -1.1% |
| YTD | -1.1% | -17.6% | +16.5% | -1.0% |
| 1Y | -0.4% | -18.1% | +17.8% | -0.2% |
| 3Y | +20.5% | +79.6% | -59.1% | +19.0% |
| 5Y | +3.8% | +175.3% | -171.5% | +1.7% |
| 10Y | +31.2% | +844.8% | -813.6% | +25.7% |
| All | +31.2% | +859.4% | -828.2% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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