-45.6%
CHTR vs VWO
+5.9%
-51.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.7% | +4.0% | +6.0% |
| 7D | +14.1% | -1.3% | +15.4% | +13.6% |
| 30D | +11.6% | -7.1% | +18.7% | +9.6% |
| 3M | -21.4% | -6.1% | -15.3% | -22.6% |
| 6M | -27.3% | -3.9% | -23.4% | -28.0% |
| YTD | -42.4% | +5.0% | -47.4% | -43.6% |
| 1Y | -45.6% | +6.0% | -51.5% | -46.7% |
| All | -45.6% | +5.9% | -51.5% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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