+50.0%
VG vs CCJ
-24.3%
+74.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.3% | -4.3% | +0.4% |
| 7D | -22.0% | -7.3% | -14.7% | -22.6% |
| 30D | -11.6% | -20.0% | +8.3% | -13.7% |
| 3M | -14.9% | -23.8% | +9.0% | -17.2% |
| 6M | -3.5% | -42.4% | +38.9% | -5.7% |
| YTD | +70.0% | -22.1% | +92.0% | +41.8% |
| 1Y | +50.0% | -20.8% | +70.8% | +23.5% |
| All | +50.0% | -24.3% | +74.3% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling