-12.9%
CHYM vs VCIT
+4.4%
-17.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.0% |
| 7D | +2.1% | +0.1% | +2.0% | +1.8% |
| 30D | +11.0% | -0.8% | +11.8% | +13.7% |
| 3M | +83.9% | -0.5% | +84.4% | +87.6% |
| 6M | +45.3% | -1.4% | +46.7% | +50.5% |
| YTD | +28.4% | -0.8% | +29.2% | +31.3% |
| 1Y | +32.2% | +0.3% | +31.9% | +33.8% |
| All | -12.9% | +4.4% | -17.3% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling