+1,136.3%
VRTX vs CHTR
+316.4%
+819.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +1.0% | -2.1% |
| 7D | -3.4% | -0.3% | -3.1% | -3.5% |
| 30D | +6.6% | -4.5% | +11.1% | +7.5% |
| 3M | +19.4% | +10.2% | +9.2% | +15.4% |
| 6M | +15.8% | -37.2% | +53.1% | +26.6% |
| YTD | +16.7% | -30.2% | +46.8% | +23.4% |
| 1Y | +33.8% | -44.8% | +78.6% | +50.3% |
| 3Y | +54.2% | -65.5% | +119.7% | +88.9% |
| 5Y | +176.4% | -81.8% | +258.2% | +308.5% |
| 10Y | +443.5% | -45.8% | +489.3% | +425.5% |
| All | +1,136.3% | +316.4% | +819.9% | +571.9% |
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