+82.3%
VOO vs CCJ
+347.8%
-265.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.1% | -0.2% |
| 7D | -0.4% | +4.2% | -4.5% | -1.0% |
| 30D | -1.4% | +3.2% | -4.6% | -2.0% |
| 3M | +3.7% | -1.8% | +5.5% | +3.7% |
| 6M | +13.0% | -13.5% | +26.6% | +14.6% |
| YTD | +12.4% | +9.7% | +2.7% | +9.2% |
| 1Y | +18.6% | +30.0% | -11.4% | +10.8% |
| 3Y | +78.1% | +172.6% | -94.5% | +40.9% |
| 5Y | +82.3% | +342.9% | -260.7% | +28.8% |
| All | +82.3% | +347.8% | -265.6% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling