-47.8%
CLF vs VSAT
+51.9%
-99.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.0% | -3.2% | +1.0% |
| 7D | +7.6% | +11.8% | -4.2% | +5.6% |
| 30D | -1.2% | -7.0% | +5.9% | -0.1% |
| 3M | -13.4% | +3.3% | -16.7% | -15.1% |
| 6M | +15.4% | +57.4% | -42.0% | +4.8% |
| YTD | -5.9% | +118.6% | -124.4% | -20.0% |
| 1Y | +18.8% | +150.2% | -131.4% | -1.6% |
| 3Y | -19.4% | +160.7% | -180.1% | -39.7% |
| All | -47.8% | +51.9% | -99.7% | -63.3% |
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