-81.6%
CHTR vs VSH
+74.2%
-155.8%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.1% | -2.4% | +3.0% |
| 7D | -4.1% | +4.8% | -8.9% | -4.6% |
| 30D | -3.0% | -0.7% | -2.3% | -3.1% |
| 3M | +4.8% | -43.1% | +47.8% | +12.0% |
| 6M | -35.0% | +91.8% | -126.8% | -47.7% |
| YTD | -30.2% | +131.6% | -161.8% | -47.0% |
| 1Y | -44.8% | +118.1% | -162.9% | -57.7% |
| 3Y | -66.6% | +40.9% | -107.5% | -71.8% |
| All | -81.6% | +74.2% | -155.8% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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