+57.8%
CHYM vs VNQ
+11.6%
+46.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.9% | +2.4% |
| 7D | +4.5% | +2.5% | +2.0% | +2.6% |
| 30D | +9.2% | +7.0% | +2.1% | +3.9% |
| 3M | +16.4% | -1.9% | +18.3% | +17.4% |
| 6M | +45.2% | +2.3% | +42.9% | +39.6% |
| YTD | +19.9% | +11.8% | +8.1% | -0.7% |
| 1Y | +57.8% | +11.9% | +46.0% | +30.9% |
| All | +57.8% | +11.6% | +46.2% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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