-45.6%
CHTR vs VTV
+28.2%
-73.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.5% | +4.2% | +3.9% |
| 7D | +14.1% | +1.8% | +12.3% | +11.8% |
| 30D | +11.6% | +6.0% | +5.6% | +4.5% |
| 3M | -21.4% | +3.7% | -25.1% | -24.4% |
| 6M | -27.3% | +13.9% | -41.2% | -37.3% |
| YTD | -42.4% | +22.8% | -65.2% | -54.8% |
| 1Y | -45.6% | +27.9% | -73.4% | -60.0% |
| All | -45.6% | +28.2% | -73.8% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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