-23.4%
CLF vs VSAT
+252.2%
-275.5%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -2.4% |
| 7D | +10.4% | +5.9% | +4.5% | +9.3% |
| 30D | +0.6% | +9.7% | -9.1% | -0.8% |
| 3M | +4.1% | -18.3% | +22.4% | +6.8% |
| 6M | +15.1% | -4.1% | +19.2% | +13.9% |
| YTD | -4.7% | +96.5% | -101.3% | -15.9% |
| 1Y | +20.4% | +89.3% | -68.9% | +6.5% |
| 3Y | -23.4% | +270.1% | -293.4% | -45.2% |
| All | -23.4% | +252.2% | -275.5% | -45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling