-39.9%
CHTR vs VO
+11.3%
-51.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.8% | -7.3% | -7.5% |
| 7D | -15.8% | -0.6% | -15.2% | -15.4% |
| 30D | -12.7% | -1.9% | -10.7% | -11.4% |
| 3M | -1.1% | +3.3% | -4.4% | -3.0% |
| 6M | -39.9% | +9.7% | -49.6% | -43.4% |
| All | -39.9% | +11.3% | -51.2% | -43.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling