+3,542.1%
CLS vs VSAT
+53.4%
+3,488.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.2% | +2.4% | +5.0% |
| 7D | +12.8% | +17.3% | -4.5% | +9.5% |
| 30D | +3.8% | -3.3% | +7.1% | +4.4% |
| 3M | -14.6% | +18.7% | -33.4% | -17.8% |
| 6M | +32.2% | +77.6% | -45.3% | +17.5% |
| YTD | +11.6% | +125.6% | -114.0% | -5.1% |
| 1Y | +35.1% | +158.3% | -123.3% | +12.4% |
| 3Y | +1,312.5% | +226.1% | +1,086.4% | +931.8% |
| 5Y | +3,542.1% | +54.7% | +3,487.4% | +2,443.4% |
| All | +3,542.1% | +53.4% | +3,488.6% | +2,443.4% |
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