-45.9%
CHTR vs VRSN
+299.1%
-344.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.1% |
| 7D | -4.1% | +0.2% | -4.3% | -4.2% |
| 30D | -3.0% | +3.8% | -6.7% | -4.5% |
| 3M | +4.8% | +5.0% | -0.2% | +2.2% |
| 6M | -35.0% | +24.9% | -59.9% | -41.4% |
| YTD | -30.2% | +21.6% | -51.8% | -36.6% |
| 1Y | -44.8% | +2.4% | -47.2% | -46.0% |
| 3Y | -66.6% | +47.3% | -113.9% | -72.7% |
| 5Y | -81.5% | +34.7% | -116.2% | -84.6% |
| All | -45.9% | +299.1% | -344.9% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling