-27.8%
CLX vs VSAT
+14.4%
-42.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.7% | -7.4% | +0.2% |
| 7D | +13.6% | -17.0% | +30.6% | +13.8% |
| 30D | +23.4% | -9.8% | +33.1% | +23.4% |
| 3M | -2.8% | -22.0% | +19.2% | -2.6% |
| 6M | +14.0% | -5.0% | +19.0% | +13.8% |
| YTD | +4.2% | +85.6% | -81.4% | +2.6% |
| 1Y | -1.2% | +80.2% | -81.4% | -2.7% |
| 3Y | -12.7% | +250.0% | -262.7% | -17.0% |
| All | -27.8% | +14.4% | -42.1% | -28.7% |
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