+15.3%
VSAT vs CLBK
+65.6%
-50.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.2% |
| 7D | +3.4% | -1.4% | +4.8% | +4.4% |
| 30D | -12.2% | +4.5% | -16.8% | -14.6% |
| 3M | +20.6% | +22.8% | -2.2% | +5.9% |
| 6M | +60.2% | +43.4% | +16.7% | +28.1% |
| YTD | +115.3% | +64.1% | +51.2% | +56.6% |
| 1Y | +154.6% | +67.6% | +87.0% | +81.7% |
| 3Y | +211.2% | +53.3% | +157.9% | +132.1% |
| 5Y | +52.7% | +44.8% | +7.8% | +4.8% |
| All | +15.3% | +65.6% | -50.3% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 10y: compounded portfolio wealth divided by compounded CLBK 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…
10y analysis · Full analysis span regression · 6 months rolling