-44.1%
CHTR vs VTRS
+88.0%
-132.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.3% | +6.0% | +5.0% |
| 7D | +15.5% | -1.2% | +16.7% | +15.8% |
| 30D | +15.9% | +8.2% | +7.7% | +13.4% |
| 3M | -17.8% | +8.3% | -26.1% | -19.9% |
| 6M | -20.5% | +24.1% | -44.5% | -25.4% |
| YTD | -39.7% | +56.0% | -95.7% | -46.7% |
| 1Y | -44.1% | +82.7% | -126.8% | -52.4% |
| All | -44.1% | +88.0% | -132.1% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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