+37.0%
CHYM vs VTEB
+3.1%
+33.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.2% |
| 7D | +1.7% | -0.8% | +2.5% | +4.2% |
| 30D | +30.2% | -1.3% | +31.6% | +35.7% |
| 3M | +85.9% | -2.1% | +88.0% | +98.7% |
| 6M | +49.9% | -1.7% | +51.6% | +54.2% |
| YTD | +34.1% | -0.6% | +34.7% | +44.4% |
| 1Y | +37.0% | +3.1% | +33.9% | +49.6% |
| All | +37.0% | +3.1% | +33.9% | +49.6% |
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