+297.8%
VTI vs CCJ
+1,065.5%
-767.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | -0.9% | -4.0% | +3.1% | -0.2% |
| 30D | -1.4% | -2.4% | +0.9% | -1.2% |
| 3M | +3.6% | -2.3% | +5.9% | +3.7% |
| 6M | +13.6% | -16.2% | +29.8% | +15.9% |
| YTD | +12.9% | +5.7% | +7.2% | +10.3% |
| 1Y | +17.2% | +21.3% | -4.0% | +10.8% |
| 3Y | +75.7% | +159.4% | -83.7% | +41.1% |
| 5Y | +75.4% | +300.7% | -225.2% | +26.5% |
| All | +297.8% | +1,065.5% | -767.7% | +133.4% |
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