+18.8%
CLF vs VSH
+83.5%
-64.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +13.4% | -6.5% | +2.3% |
| 7D | -14.1% | +3.5% | -17.6% | -15.1% |
| 30D | -5.5% | -22.4% | +16.9% | +1.6% |
| 3M | 0.0% | -25.2% | +25.2% | +7.7% |
| 6M | +11.3% | -22.5% | +33.8% | +11.4% |
| YTD | -7.7% | +84.2% | -91.9% | -37.7% |
| All | +18.8% | +83.5% | -64.7% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling