+56.2%
CHYM vs VTEB
+0.3%
+55.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.4% | +5.5% | +4.5% |
| 7D | +3.7% | +0.9% | +2.8% | +0.9% |
| 30D | +5.6% | +3.7% | +1.9% | -6.9% |
| 3M | +19.7% | -0.8% | +20.6% | +30.4% |
| 6M | +35.3% | -0.9% | +36.2% | +49.9% |
| YTD | +18.7% | -0.1% | +18.8% | +31.2% |
| All | +56.2% | +0.3% | +55.9% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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