+80.1%
CLF vs VSAT
+2.6%
+77.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +16.3% | -9.3% | +2.8% |
| 7D | -14.1% | +0.4% | -14.4% | -14.1% |
| 30D | -5.5% | +3.3% | -8.8% | -6.6% |
| 3M | 0.0% | -7.5% | +7.5% | +1.1% |
| 6M | +11.3% | +6.2% | +5.0% | +5.7% |
| YTD | -7.7% | +115.8% | -123.5% | -29.4% |
| 1Y | +17.5% | +107.7% | -90.1% | -9.8% |
| 3Y | -25.4% | +292.0% | -317.5% | -61.2% |
| 5Y | -46.0% | +35.3% | -81.3% | -62.2% |
| 10Y | +80.1% | -5.2% | +85.3% | +25.8% |
| All | +80.1% | +2.6% | +77.5% | +25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling