-43.3%
CHWY vs VYM
+18.4%
-61.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.6% |
| 7D | -13.6% | -0.8% | -12.8% | -13.0% |
| 30D | -8.5% | -2.2% | -6.3% | -6.7% |
| 3M | +8.9% | +3.1% | +5.8% | +6.3% |
| 6M | -20.5% | +9.7% | -30.2% | -26.7% |
| YTD | -38.2% | +14.9% | -53.0% | -42.7% |
| 1Y | -43.3% | +17.6% | -60.8% | -46.6% |
| All | -43.3% | +18.4% | -61.7% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling