-45.6%
CHTR vs VEU
+17.0%
-62.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.0% | +3.7% | +5.7% |
| 7D | +14.1% | +0.2% | +13.9% | +14.0% |
| 30D | +11.6% | -2.1% | +13.7% | +11.4% |
| 3M | -21.4% | -2.7% | -18.7% | -21.6% |
| 6M | -27.3% | +3.2% | -30.5% | -27.8% |
| YTD | -42.4% | +12.6% | -55.0% | -46.0% |
| 1Y | -45.6% | +17.1% | -62.7% | -50.9% |
| All | -45.6% | +17.0% | -62.6% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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