+63.5%
CHYM vs VCIT
-1.6%
+65.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +2.4% |
| 7D | +9.4% | -1.4% | +10.8% | +15.2% |
| 30D | +10.5% | +0.8% | +9.7% | +6.8% |
| 3M | +4.5% | -1.7% | +6.3% | +13.2% |
| 6M | +82.5% | -2.1% | +84.6% | +101.2% |
| YTD | +31.2% | -2.0% | +33.3% | +41.0% |
| 1Y | +63.5% | -1.5% | +65.0% | +71.1% |
| All | +63.5% | -1.6% | +65.1% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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