-67.7%
CHTR vs VO
+54.6%
-122.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.9% | +5.9% | +5.8% |
| 7D | -7.1% | -2.5% | -4.7% | -5.0% |
| 30D | -10.9% | -3.2% | -7.6% | -8.2% |
| 3M | +2.0% | +3.9% | -1.9% | -1.5% |
| 6M | -35.9% | +9.6% | -45.6% | -41.2% |
| YTD | -32.7% | +11.6% | -44.2% | -39.3% |
| 1Y | -46.6% | +12.6% | -59.2% | -52.2% |
| All | -67.7% | +54.6% | -122.4% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling