+310.5%
VSAT vs CLBK
+56.6%
+253.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.2% |
| 7D | +12.5% | +2.2% | +10.3% | +11.3% |
| 30D | +11.0% | +5.0% | +6.1% | +7.7% |
| 3M | -11.1% | +3.3% | -14.4% | -13.1% |
| 6M | +2.8% | +29.6% | -26.8% | -13.5% |
| YTD | +118.0% | +62.1% | +55.9% | +56.8% |
| 1Y | +97.1% | +64.3% | +32.8% | +40.0% |
| All | +310.5% | +56.6% | +253.9% | +194.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling