-41.4%
CHTR vs VRSK
-30.3%
-11.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +0.6% |
| 7D | -1.1% | -3.1% | +2.1% | -0.8% |
| 30D | -0.8% | -1.6% | +0.8% | -1.0% |
| 3M | +17.8% | +3.5% | +14.3% | +17.5% |
| 6M | -34.5% | -13.4% | -21.1% | -33.5% |
| YTD | -27.2% | -16.5% | -10.7% | -24.3% |
| 1Y | -41.4% | -30.6% | -10.9% | -33.0% |
| All | -41.4% | -30.3% | -11.2% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 1y: compounded portfolio wealth divided by compounded VRSK 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…
1y analysis · Full analysis span regression · 6 months rolling