+75.0%
VTI vs CHTR
-81.7%
+156.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.9% | +0.3% |
| 7D | -0.9% | -4.1% | +3.2% | -0.4% |
| 30D | -1.4% | -3.0% | +1.5% | -1.3% |
| 3M | +3.6% | +4.8% | -1.2% | +2.2% |
| 6M | +13.6% | -35.0% | +48.6% | +19.5% |
| YTD | +12.9% | -30.2% | +43.1% | +16.8% |
| 1Y | +17.2% | -44.8% | +62.0% | +26.7% |
| 3Y | +75.7% | -66.6% | +142.2% | +106.5% |
| All | +75.0% | -81.7% | +156.7% | +125.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling