-6.9%
CHYM vs VRSN
+4.0%
-10.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.7% | +5.3% | +6.5% |
| 7D | +3.4% | -1.0% | +4.5% | +3.7% |
| 30D | +12.0% | -1.9% | +13.9% | +12.5% |
| 3M | +102.4% | +1.4% | +101.0% | +100.4% |
| 6M | +52.7% | +19.0% | +33.6% | +42.2% |
| YTD | +37.3% | +19.2% | +18.1% | +25.6% |
| 1Y | +42.2% | +1.7% | +40.5% | +34.1% |
| All | -6.9% | +4.0% | -10.9% | -13.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling