-49.2%
CHTR vs VCIT
+0.1%
-49.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.2% | -7.9% | -7.8% |
| 7D | -15.8% | -0.2% | -15.6% | -15.4% |
| 30D | -12.7% | -0.5% | -12.1% | -11.6% |
| 3M | -1.1% | -0.9% | -0.2% | +0.8% |
| 6M | -39.9% | -1.9% | -38.0% | -37.8% |
| YTD | -35.9% | -1.0% | -34.9% | -34.8% |
| 1Y | -49.2% | +0.2% | -49.4% | -47.3% |
| All | -49.2% | +0.1% | -49.3% | -47.3% |
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