+201.1%
VLO vs CHYM
-23.3%
+224.3%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.3% |
| 7D | +5.3% | -2.3% | +7.6% | +5.3% |
| 30D | +18.2% | +4.4% | +13.8% | +18.2% |
| 3M | +53.3% | +91.3% | -38.0% | +53.5% |
| 6M | +70.4% | +44.0% | +26.5% | +71.4% |
| YTD | +143.4% | +31.1% | +112.3% | +144.5% |
| 1Y | +153.0% | +37.8% | +115.2% | +150.1% |
| All | +201.1% | -23.3% | +224.3% | +191.8% |
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