-81.6%
CHTR vs VNQ
+7.0%
-88.7%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.2% |
| 7D | -4.1% | -1.3% | -2.8% | -3.1% |
| 30D | -3.0% | -2.6% | -0.4% | -0.9% |
| 3M | +4.8% | -2.0% | +6.8% | +6.4% |
| 6M | -35.0% | +4.3% | -39.4% | -37.1% |
| YTD | -30.2% | +9.2% | -39.4% | -34.7% |
| 1Y | -44.8% | +5.6% | -50.4% | -47.0% |
| 3Y | -66.6% | +30.8% | -97.4% | -73.0% |
| All | -81.6% | +7.0% | -88.7% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling