+37.0%
CHYM vs VEU
+28.8%
+8.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | -0.3% |
| 7D | +1.7% | +1.1% | +0.5% | +0.4% |
| 30D | +30.2% | +2.2% | +28.1% | +26.9% |
| 3M | +85.9% | +3.0% | +82.9% | +79.2% |
| 6M | +49.9% | +10.9% | +39.1% | +32.1% |
| YTD | +34.1% | +18.2% | +15.9% | +0.8% |
| 1Y | +37.0% | +28.3% | +8.7% | -12.4% |
| All | +37.0% | +28.8% | +8.2% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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