-81.6%
CHTR vs VEEV
-13.7%
-67.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | -4.1% | -4.6% | +0.5% | -3.2% |
| 30D | -3.0% | +8.6% | -11.6% | -4.8% |
| 3M | +4.8% | +62.4% | -57.7% | -4.9% |
| 6M | -35.0% | +40.3% | -75.3% | -39.7% |
| YTD | -30.2% | +17.5% | -47.7% | -33.1% |
| 1Y | -44.8% | -6.1% | -38.7% | -44.9% |
| 3Y | -66.6% | +16.7% | -83.2% | -68.8% |
| All | -81.6% | -13.7% | -67.9% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling