-45.6%
CHTR vs VTR
+22.5%
-68.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.5% | +3.2% | +5.3% |
| 7D | +14.1% | +10.0% | +4.1% | +12.6% |
| 30D | +11.6% | +9.6% | +1.9% | +10.0% |
| 3M | -21.4% | -1.2% | -20.2% | -21.9% |
| 6M | -27.3% | +2.8% | -30.1% | -30.3% |
| YTD | -42.4% | +17.4% | -59.8% | -42.6% |
| 1Y | -45.6% | +22.0% | -67.6% | -47.1% |
| All | -45.6% | +22.5% | -68.0% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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