+37.0%
CHYM vs VO
+15.8%
+21.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.8% |
| 7D | +1.7% | -0.3% | +2.0% | +2.4% |
| 30D | +30.2% | -0.3% | +30.6% | +30.8% |
| 3M | +85.9% | +2.9% | +83.0% | +72.1% |
| 6M | +49.9% | +9.3% | +40.6% | +20.2% |
| YTD | +34.1% | +14.2% | +19.9% | -5.4% |
| 1Y | +37.0% | +15.3% | +21.8% | -2.9% |
| All | +37.0% | +15.8% | +21.2% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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