+404.6%
VIAV vs CCJ
+1,065.5%
-660.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.4% | +3.8% |
| 7D | +11.2% | -4.0% | +15.2% | +12.3% |
| 30D | -10.1% | -2.4% | -7.7% | -9.6% |
| 3M | -22.9% | -2.3% | -20.6% | -22.4% |
| 6M | +28.8% | -16.2% | +45.0% | +34.1% |
| YTD | +117.5% | +5.7% | +111.8% | +116.6% |
| 1Y | +216.1% | +21.3% | +194.8% | +203.5% |
| 3Y | +292.2% | +159.4% | +132.8% | +214.5% |
| 5Y | +141.0% | +300.7% | -159.7% | +70.3% |
| All | +404.6% | +1,065.5% | -660.9% | +171.3% |
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