+19.9%
VGT vs CHYM
+71.1%
-51.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.9% | -5.7% | -0.5% |
| 7D | -6.5% | +3.7% | -10.2% | -7.0% |
| 30D | -10.6% | +5.6% | -16.2% | -11.2% |
| 3M | -3.7% | +19.7% | -23.4% | -7.1% |
| 6M | +10.4% | +35.3% | -24.9% | +3.2% |
| YTD | +23.1% | +18.7% | +4.4% | +15.7% |
| 1Y | +19.9% | +67.8% | -47.9% | +5.7% |
| All | +19.9% | +71.1% | -51.2% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling