-82.3%
CHTR vs VO
+41.0%
-123.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.9% | +5.9% | +5.8% |
| 7D | -7.1% | -2.5% | -4.7% | -5.1% |
| 30D | -10.9% | -3.2% | -7.6% | -8.3% |
| 3M | +2.0% | +3.9% | -1.9% | -1.4% |
| 6M | -35.9% | +9.6% | -45.6% | -41.0% |
| YTD | -32.7% | +11.6% | -44.2% | -39.0% |
| 1Y | -46.6% | +12.6% | -59.2% | -51.9% |
| 3Y | -66.7% | +55.4% | -122.1% | -77.6% |
| All | -82.3% | +41.0% | -123.3% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling