+311.0%
CHTR vs VOO
+802.4%
-491.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.6% | +5.6% | +5.5% |
| 7D | -7.1% | -2.0% | -5.2% | -5.6% |
| 30D | -10.9% | -1.7% | -9.2% | -9.6% |
| 3M | +2.0% | +4.7% | -2.7% | -2.0% |
| 6M | -35.9% | +12.6% | -48.5% | -42.4% |
| YTD | -32.7% | +11.8% | -44.4% | -39.2% |
| 1Y | -46.6% | +17.5% | -64.1% | -53.8% |
| 3Y | -66.7% | +77.0% | -143.7% | -79.9% |
| 5Y | -82.1% | +82.6% | -164.7% | -89.5% |
| 10Y | -46.8% | +320.0% | -366.8% | -85.6% |
| All | +311.0% | +802.4% | -491.4% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling