+3.5%
CCL vs VSAT
+53.4%
-50.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.2% | -4.5% | -1.9% |
| 7D | -0.1% | +17.3% | -17.4% | -3.1% |
| 30D | -20.0% | -3.3% | -16.7% | -19.7% |
| 3M | -13.7% | +18.7% | -32.4% | -18.2% |
| 6M | -9.0% | +77.6% | -86.6% | -21.0% |
| YTD | -22.8% | +125.6% | -148.4% | -36.9% |
| 1Y | -25.3% | +158.3% | -183.6% | -41.3% |
| 3Y | +54.1% | +226.1% | -172.1% | +2.5% |
| 5Y | +3.5% | +54.7% | -51.2% | -24.1% |
| All | +3.5% | +53.4% | -50.0% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 5y: compounded portfolio wealth divided by compounded VSAT 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…
5y analysis · Full analysis span regression · 6 months rolling