-81.6%
CHTR vs VRSN
+33.8%
-115.5%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.3% |
| 6M | -35.0% | +24.9% | -59.9% | -41.6% |
| YTD | -30.2% | +21.6% | -51.8% | -36.8% |
| 1Y | -44.8% | +2.4% | -47.2% | -45.8% |
| 3Y | -66.6% | +47.3% | -113.9% | -73.4% |
| All | -81.6% | +33.8% | -115.5% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling