+611.0%
VRT vs CCJ
+177.8%
+433.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.2% | +4.3% |
| 7D | +9.1% | +0.7% | +8.4% | +8.7% |
| 30D | +0.9% | +6.9% | -5.9% | -3.4% |
| 3M | -13.4% | -11.6% | -1.7% | -7.5% |
| 6M | +11.7% | -16.2% | +27.9% | +21.7% |
| YTD | +73.2% | +10.1% | +63.1% | +59.5% |
| 1Y | +123.4% | +32.3% | +91.1% | +75.9% |
| All | +611.0% | +177.8% | +433.2% | +295.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling