+27.9%
VTV vs CCJ
-26.2%
+54.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.6% |
| 7D | +1.8% | -14.5% | +16.3% | +3.1% |
| 30D | +6.0% | -18.1% | +24.0% | +7.7% |
| 3M | +3.7% | -23.0% | +26.7% | +5.8% |
| 6M | +13.9% | -39.4% | +53.3% | +18.5% |
| YTD | +22.8% | -21.7% | +44.4% | +23.5% |
| 1Y | +27.9% | -25.9% | +53.8% | +29.3% |
| All | +27.9% | -26.2% | +54.1% | +29.3% |
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