+13.8%
VRT vs CHTR
-46.1%
+59.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.7% | -18.6% | -11.5% |
| 7D | -15.4% | +14.1% | -29.5% | -12.5% |
| 30D | -19.0% | +11.6% | -30.5% | -16.4% |
| 3M | -23.8% | -21.4% | -2.4% | -26.5% |
| 6M | -37.9% | -27.3% | -10.6% | -38.9% |
| YTD | +27.0% | -42.4% | +69.4% | +23.5% |
| 1Y | +13.8% | -45.6% | +59.4% | +10.2% |
| All | +13.8% | -46.1% | +59.9% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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