-86.1%
CLF price history and return analytics
+374.2%
-460.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +7.6% | +0.4% | +7.1% | +6.7% |
| 30D | -1.2% | +1.0% | -2.2% | -3.0% |
| 3M | -13.4% | +2.4% | -15.8% | -17.1% |
| 6M | +15.4% | +12.0% | +3.4% | -5.7% |
| YTD | -5.9% | +15.3% | -21.2% | -27.3% |
| 1Y | +18.8% | +22.6% | -3.8% | -16.9% |
| 3Y | -19.4% | +74.7% | -94.1% | -70.0% |
| 5Y | -47.7% | +66.1% | -113.9% | -77.9% |
| 10Y | +130.4% | +225.0% | -94.6% | -69.4% |
| All | -86.1% | +374.2% | -460.3% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling