+57.8%
CHYM vs VLTO
+17.3%
+40.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +4.5% | +12.0% | -7.5% | -1.1% |
| 30D | +9.2% | +20.8% | -11.7% | -1.1% |
| 3M | +16.4% | +20.1% | -3.7% | +5.8% |
| 6M | +45.2% | +32.6% | +12.5% | +24.6% |
| YTD | +19.9% | +17.3% | +2.6% | +11.1% |
| 1Y | +57.8% | +17.3% | +40.5% | +47.2% |
| All | +57.8% | +17.3% | +40.5% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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