+87.5%
CLF price history and return analytics
+224.4%
-136.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +0.1% |
| 7D | +2.3% | -0.7% | +3.0% | +4.3% |
| 30D | +1.9% | -1.7% | +3.7% | +5.5% |
| 3M | +5.9% | -2.3% | +8.2% | +10.8% |
| 6M | +16.9% | +1.5% | +15.4% | +14.7% |
| YTD | -1.1% | +12.0% | -13.1% | -18.2% |
| 1Y | +28.8% | +12.9% | +16.0% | +5.5% |
| 3Y | -20.6% | +74.9% | -95.6% | -68.5% |
| 5Y | -41.5% | +59.9% | -101.4% | -71.8% |
| 10Y | +87.5% | +224.6% | -137.1% | -72.3% |
| All | +87.5% | +224.4% | -136.8% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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