-41.4%
CHTR vs VIG
+16.9%
-58.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +1.0% |
| 7D | -1.1% | -0.4% | -0.6% | -0.5% |
| 30D | -0.8% | -1.0% | +0.2% | +0.5% |
| 3M | +17.8% | +2.8% | +15.0% | +14.2% |
| 6M | -34.5% | +8.2% | -42.7% | -39.2% |
| YTD | -27.2% | +11.0% | -38.2% | -34.5% |
| 1Y | -41.4% | +16.1% | -57.6% | -47.7% |
| All | -41.4% | +16.9% | -58.3% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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