-34.8%
CHTR vs VCIT
-0.8%
-34.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +13.4% | -0.5% | +13.8% | +14.2% |
| 30D | +33.0% | +1.5% | +31.5% | +29.2% |
| 3M | -13.6% | -1.0% | -12.6% | -12.1% |
| 6M | -7.8% | -1.7% | -6.1% | -5.0% |
| YTD | -34.7% | -1.4% | -33.3% | -33.7% |
| 1Y | -34.8% | -0.9% | -33.9% | -35.1% |
| All | -34.8% | -0.8% | -34.1% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling