-66.6%
CHTR vs VEU
+73.8%
-140.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +3.2% |
| 7D | -4.1% | -1.4% | -2.7% | -3.4% |
| 30D | -3.0% | -0.4% | -2.5% | -2.8% |
| 3M | +4.8% | +2.5% | +2.2% | +3.1% |
| 6M | -35.0% | +11.1% | -46.2% | -39.7% |
| YTD | -30.2% | +16.5% | -46.7% | -37.9% |
| 1Y | -44.8% | +22.9% | -67.7% | -53.1% |
| 3Y | -66.6% | +73.4% | -140.0% | -80.3% |
| All | -66.6% | +73.8% | -140.3% | -80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling