+316.5%
CHTR vs VTV
+599.8%
-283.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.1% |
| 7D | -4.1% | -1.1% | -3.0% | -3.2% |
| 30D | -3.0% | -1.0% | -1.9% | -2.0% |
| 3M | +4.8% | +4.6% | +0.1% | +1.0% |
| 6M | -35.0% | +13.5% | -48.5% | -41.5% |
| YTD | -30.2% | +18.5% | -48.7% | -39.3% |
| 1Y | -44.8% | +22.9% | -67.7% | -53.3% |
| 3Y | -66.6% | +67.8% | -134.4% | -77.8% |
| 5Y | -81.5% | +81.8% | -163.3% | -88.4% |
| 10Y | -44.8% | +233.0% | -277.8% | -78.9% |
| All | +316.5% | +599.8% | -283.4% | -2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling