+1,162.4%
VST vs CCJ
+802.9%
+359.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.3% | -1.1% |
| 7D | -6.0% | +0.4% | -6.5% | -5.9% |
| 30D | -18.8% | -17.2% | -1.5% | -14.0% |
| 3M | -8.0% | -25.1% | +17.1% | 0.0% |
| 6M | -10.9% | -37.6% | +26.7% | +1.6% |
| YTD | -18.3% | -20.4% | +2.0% | -13.9% |
| 1Y | -29.9% | -22.5% | -7.4% | -25.6% |
| 3Y | +290.3% | +72.5% | +217.8% | +234.0% |
| 5Y | +635.3% | +179.9% | +455.4% | +458.0% |
| 10Y | +1,162.4% | +772.6% | +389.8% | +589.2% |
| All | +1,162.4% | +802.9% | +359.5% | +589.2% |
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 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