+228.7%
VTV vs CCJ
+1,065.5%
-836.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | -1.1% | -4.0% | +2.9% | -0.6% |
| 30D | -1.0% | -2.4% | +1.3% | -0.8% |
| 3M | +4.6% | -2.3% | +7.0% | +4.7% |
| 6M | +13.5% | -16.2% | +29.7% | +15.2% |
| YTD | +18.5% | +5.7% | +12.8% | +16.2% |
| 1Y | +22.9% | +21.3% | +1.6% | +17.3% |
| 3Y | +67.8% | +159.4% | -91.5% | +39.7% |
| 5Y | +81.8% | +300.7% | -218.8% | +37.5% |
| All | +228.7% | +1,065.5% | -836.8% | +102.6% |
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