-11.1%
CHYM vs VRSN
+6.1%
-17.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.7% |
| 7D | -2.3% | +0.2% | -2.5% | -2.3% |
| 30D | +4.4% | +3.8% | +0.7% | +3.6% |
| 3M | +91.3% | +5.0% | +86.3% | +88.0% |
| 6M | +44.0% | +24.9% | +19.1% | +32.1% |
| YTD | +31.1% | +21.6% | +9.5% | +19.4% |
| 1Y | +37.8% | +2.4% | +35.4% | +29.7% |
| All | -11.1% | +6.1% | -17.2% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling