+282.5%
CHTR price history and return analytics
+418.0%
-135.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.6% | -7.5% | -7.7% |
| 7D | -15.8% | -0.1% | -15.6% | -15.7% |
| 30D | -12.7% | -0.7% | -12.0% | -12.2% |
| 3M | -1.1% | +4.0% | -5.1% | -4.2% |
| 6M | -39.9% | +12.3% | -52.2% | -45.4% |
| YTD | -35.9% | +14.0% | -49.9% | -42.5% |
| 1Y | -49.2% | +20.3% | -69.5% | -56.3% |
| 3Y | -68.3% | +75.4% | -143.7% | -79.6% |
| 5Y | -83.0% | +66.0% | -148.9% | -88.6% |
| 10Y | -49.3% | +228.2% | -277.5% | -79.6% |
| All | +282.5% | +418.0% | -135.4% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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