+109.6%
VRT vs CCJ
+29.0%
+80.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.1% | -8.9% |
| 7D | +2.4% | +4.2% | -1.8% | +0.6% |
| 30D | -2.7% | +3.2% | -5.9% | -4.2% |
| 3M | -9.2% | -1.8% | -7.4% | -9.1% |
| 6M | -0.5% | -13.5% | +13.0% | +4.5% |
| YTD | +62.3% | +9.7% | +52.6% | +58.9% |
| 1Y | +109.6% | +30.0% | +79.6% | +101.1% |
| All | +109.6% | +29.0% | +80.5% | +101.1% |
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