+37.0%
CHYM vs VSH
+118.1%
-81.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.1% | -0.1% |
| 7D | +1.7% | +4.1% | -2.4% | +1.3% |
| 30D | +30.2% | -4.2% | +34.4% | +30.2% |
| 3M | +85.9% | -50.0% | +135.9% | +105.8% |
| 6M | +49.9% | +80.2% | -30.3% | +17.8% |
| YTD | +34.1% | +121.1% | -87.0% | -6.1% |
| 1Y | +37.0% | +112.0% | -75.0% | -2.8% |
| All | +37.0% | +118.1% | -81.1% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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