-12.9%
CHYM vs VLTO
-1.9%
-11.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.9% |
| 7D | +2.1% | -1.6% | +3.6% | +2.9% |
| 30D | +11.0% | -2.9% | +13.9% | +12.8% |
| 3M | +83.9% | +12.7% | +71.2% | +72.1% |
| 6M | +45.3% | +1.6% | +43.8% | +44.5% |
| YTD | +28.4% | -4.0% | +32.3% | +30.8% |
| 1Y | +32.2% | -10.2% | +42.4% | +37.4% |
| All | -12.9% | -1.9% | -11.0% | -13.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling