-66.6%
CHTR vs VEEV
+18.9%
-85.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | -4.1% | -4.6% | +0.5% | -3.4% |
| 30D | -3.0% | +8.6% | -11.6% | -4.3% |
| 3M | +4.8% | +62.4% | -57.7% | -2.3% |
| 6M | -35.0% | +40.3% | -75.3% | -38.5% |
| YTD | -30.2% | +17.5% | -47.7% | -32.6% |
| 1Y | -44.8% | -6.1% | -38.7% | -45.3% |
| 3Y | -66.6% | +16.7% | -83.2% | -68.6% |
| All | -66.6% | +18.9% | -85.5% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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