+183.8%
VXUS vs CHTR
+259.9%
-76.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +1.0% | -1.1% | +2.1% | +1.1% |
| 30D | +2.2% | -0.8% | +3.0% | +2.0% |
| 3M | +3.0% | +17.8% | -14.8% | -1.3% |
| 6M | +10.7% | -34.5% | +45.1% | +17.8% |
| YTD | +17.8% | -27.2% | +45.0% | +22.1% |
| 1Y | +27.6% | -41.4% | +69.0% | +38.5% |
| 3Y | +73.3% | -64.0% | +137.3% | +103.3% |
| 5Y | +54.3% | -81.3% | +135.6% | +111.3% |
| 10Y | +149.8% | -44.1% | +193.9% | +141.8% |
| All | +183.8% | +259.9% | -76.1% | +32.8% |
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