-6.9%
CHYM vs VIG
+21.2%
-28.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.5% | +7.5% | +8.2% |
| 7D | +3.4% | -1.2% | +4.6% | +6.3% |
| 30D | +12.0% | -2.8% | +14.8% | +20.1% |
| 3M | +102.4% | +2.5% | +99.9% | +90.3% |
| 6M | +52.7% | +8.1% | +44.6% | +26.3% |
| YTD | +37.3% | +9.6% | +27.7% | +9.9% |
| 1Y | +42.2% | +14.2% | +28.0% | +5.8% |
| All | -6.9% | +21.2% | -28.1% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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