-45.6%
CHTR vs VICR
+76.0%
-121.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -11.1% | +16.8% | +4.8% |
| 7D | +14.1% | -26.6% | +40.7% | +11.9% |
| 30D | +11.6% | -47.9% | +59.5% | +7.9% |
| 3M | -21.4% | -29.8% | +8.3% | -22.8% |
| 6M | -27.3% | -36.6% | +9.4% | -27.8% |
| YTD | -42.4% | +45.1% | -87.5% | -45.3% |
| 1Y | -45.6% | +80.0% | -125.6% | -50.2% |
| All | -45.6% | +76.0% | -121.5% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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