+37.0%
CHYM vs VRSN
+7.9%
+29.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.4% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +30.2% | -0.2% | +30.4% | +30.2% |
| 3M | +85.9% | -0.3% | +86.2% | +84.8% |
| 6M | +49.9% | +23.0% | +26.9% | +34.6% |
| YTD | +34.1% | +21.3% | +12.8% | +18.4% |
| 1Y | +37.0% | +6.7% | +30.3% | +30.6% |
| All | +37.0% | +7.9% | +29.1% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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