-37.7%
CHTR vs VLTO
+20.4%
-58.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.4% |
| 7D | +5.4% | +0.8% | +4.6% | +5.2% |
| 30D | +24.0% | +18.7% | +5.4% | +20.1% |
| 3M | -11.7% | +21.7% | -33.4% | -14.7% |
| 6M | -10.3% | +35.8% | -46.2% | -12.8% |
| YTD | -36.5% | +18.3% | -54.7% | -37.1% |
| 1Y | -37.7% | +20.9% | -58.6% | -38.6% |
| All | -37.7% | +20.4% | -58.2% | -38.6% |
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