+28.9%
VCIT vs CCJ
+808.7%
-779.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.3% | -4.5% | -0.2% |
| 7D | +0.1% | -7.3% | +7.4% | +0.2% |
| 30D | +1.9% | -20.0% | +21.9% | +2.2% |
| 3M | -1.4% | -23.8% | +22.4% | -1.1% |
| 6M | -2.1% | -42.4% | +40.3% | -1.5% |
| YTD | -1.6% | -22.1% | +20.4% | -1.4% |
| 1Y | -0.9% | -20.8% | +19.9% | -0.7% |
| 3Y | +20.0% | +75.7% | -55.8% | +18.6% |
| 5Y | +3.1% | +167.4% | -164.3% | +1.2% |
| All | +28.9% | +808.7% | -779.8% | +23.7% |
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