-49.2%
CHTR vs VLTO
-10.6%
-38.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.8% | -7.3% | -8.0% |
| 7D | -15.8% | -2.6% | -13.2% | -15.4% |
| 30D | -12.7% | -2.5% | -10.2% | -12.3% |
| 3M | -1.1% | +10.1% | -11.2% | -0.6% |
| 6M | -39.9% | +1.0% | -40.9% | -38.9% |
| YTD | -35.9% | -4.8% | -31.1% | -34.2% |
| 1Y | -49.2% | -9.3% | -39.8% | -47.5% |
| All | -49.2% | -10.6% | -38.6% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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