+70.3%
VXUS vs CHTR
-66.9%
+137.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.3% | -1.6% |
| 7D | -1.9% | -7.1% | +5.2% | -1.5% |
| 30D | -0.7% | -10.9% | +10.1% | -0.2% |
| 3M | +4.9% | +2.0% | +2.9% | +4.5% |
| 6M | +9.7% | -35.9% | +45.6% | +12.3% |
| YTD | +15.0% | -32.7% | +47.7% | +17.1% |
| 1Y | +22.4% | -46.6% | +69.0% | +27.6% |
| All | +70.3% | -66.9% | +137.2% | +87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling