+37.0%
CHYM vs VTR
+36.9%
+0.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.0% | +2.3% | -0.7% |
| 7D | +1.7% | -1.7% | +3.4% | +0.8% |
| 30D | +30.2% | -2.4% | +32.7% | +28.9% |
| 3M | +85.9% | +14.8% | +71.1% | +103.9% |
| 6M | +49.9% | +5.3% | +44.6% | +56.3% |
| YTD | +34.1% | +18.1% | +16.0% | +52.9% |
| 1Y | +37.0% | +36.7% | +0.3% | +76.7% |
| All | +37.0% | +36.9% | +0.1% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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