+37.8%
CHYM vs VTEB
+0.4%
+37.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | -0.2% |
| 7D | -2.3% | -0.9% | -1.3% | +0.7% |
| 30D | +4.4% | -2.5% | +6.9% | +14.2% |
| 3M | +91.3% | -3.0% | +94.3% | +113.2% |
| 6M | +44.0% | -2.1% | +46.1% | +54.9% |
| YTD | +31.1% | -1.5% | +32.6% | +50.5% |
| 1Y | +37.8% | +0.2% | +37.7% | +75.6% |
| All | +37.8% | +0.4% | +37.5% | +75.6% |
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