+2,826.7%
VRT vs CHTR
-51.0%
+2,877.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.1% | +7.8% | +4.5% |
| 7D | +13.6% | -0.3% | +13.9% | +13.4% |
| 30D | +6.8% | -4.5% | +11.2% | +7.2% |
| 3M | -3.2% | +10.2% | -13.5% | -7.1% |
| 6M | +20.3% | -37.2% | +57.6% | +30.5% |
| YTD | +79.6% | -30.2% | +109.8% | +86.6% |
| 1Y | +139.0% | -44.8% | +183.8% | +167.1% |
| 3Y | +644.6% | -65.5% | +710.1% | +836.1% |
| 5Y | +1,024.4% | -81.8% | +1,106.1% | +1,701.8% |
| All | +2,826.7% | -51.0% | +2,877.7% | +3,579.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling