+2,826.7%
VRT vs CCJ
+875.4%
+1,951.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.2% |
| 7D | +13.6% | +5.9% | +7.7% | +11.1% |
| 30D | +6.8% | +4.7% | +2.1% | +4.7% |
| 3M | -3.2% | -3.3% | +0.1% | -2.2% |
| 6M | +20.3% | -7.0% | +27.4% | +23.2% |
| YTD | +79.6% | +11.5% | +68.1% | +71.5% |
| 1Y | +139.0% | +32.3% | +106.7% | +110.5% |
| 3Y | +644.6% | +176.8% | +467.8% | +416.7% |
| 5Y | +1,024.4% | +351.8% | +672.6% | +565.5% |
| All | +2,826.7% | +875.4% | +1,951.3% | +1,064.7% |
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