+28.2%
IVV vs CHYM
-19.7%
+47.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.9% | -7.3% | -1.0% |
| 7D | -0.4% | +3.4% | -3.8% | -0.6% |
| 30D | -1.4% | +12.0% | -13.4% | -2.3% |
| 3M | +3.7% | +102.4% | -98.7% | -2.9% |
| 6M | +13.0% | +52.7% | -39.6% | +7.9% |
| YTD | +12.4% | +37.3% | -24.8% | +7.9% |
| 1Y | +18.6% | +42.2% | -23.6% | +12.8% |
| All | +28.2% | -19.7% | +47.9% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 5y: compounded portfolio wealth divided by compounded CHYM 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…
5y analysis · Full analysis span regression · 6 months rolling