+55.4%
VXUS vs CCJ
+346.5%
-291.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.6% |
| 7D | +1.6% | +5.9% | -4.4% | +0.6% |
| 30D | +1.0% | +4.7% | -3.7% | +0.2% |
| 3M | +5.7% | -3.3% | +8.9% | +5.9% |
| 6M | +13.6% | -7.0% | +20.6% | +14.1% |
| YTD | +17.4% | +11.5% | +5.9% | +14.4% |
| 1Y | +25.1% | +32.3% | -7.2% | +17.6% |
| 3Y | +75.8% | +176.8% | -101.0% | +41.8% |
| 5Y | +55.4% | +351.8% | -296.4% | +12.9% |
| All | +55.4% | +346.5% | -291.1% | +12.9% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling