+161.1%
VEA vs CCJ
+1,065.5%
-904.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.2% |
| 7D | -1.5% | -4.0% | +2.6% | -0.8% |
| 30D | -0.8% | -2.4% | +1.5% | -0.6% |
| 3M | +2.5% | -2.3% | +4.8% | +2.6% |
| 6M | +11.1% | -16.2% | +27.4% | +13.6% |
| YTD | +17.2% | +5.7% | +11.5% | +15.0% |
| 1Y | +24.5% | +21.3% | +3.3% | +18.5% |
| 3Y | +75.4% | +159.4% | -84.0% | +43.1% |
| 5Y | +61.1% | +300.7% | -239.6% | +18.5% |
| All | +161.1% | +1,065.5% | -904.4% | +59.2% |
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