-65.9%
CHTR vs VT
+74.0%
-140.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.5% |
| 7D | +17.2% | +2.4% | +14.9% | +15.6% |
| 30D | +31.6% | -1.5% | +33.1% | +32.4% |
| 3M | -11.6% | -4.1% | -7.5% | -9.5% |
| 6M | -3.3% | +0.6% | -3.8% | -4.4% |
| YTD | -33.7% | +11.0% | -44.7% | -39.7% |
| 1Y | -32.4% | +13.3% | -45.8% | -39.7% |
| 3Y | -65.9% | +73.4% | -139.3% | -82.3% |
| All | -65.9% | +74.0% | -140.0% | -82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling