+117.0%
VRT vs CHYM
-24.0%
+141.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.4% | -0.2% | -5.1% |
| 7D | -7.7% | -2.9% | -4.8% | -7.5% |
| 30D | -12.0% | +3.0% | -14.9% | -12.4% |
| 3M | -11.7% | +98.7% | -110.4% | -19.6% |
| 6M | -8.1% | +46.4% | -54.5% | -13.3% |
| YTD | +53.2% | +29.8% | +23.4% | +46.1% |
| 1Y | +81.7% | +40.5% | +41.2% | +69.6% |
| All | +117.0% | -24.0% | +141.0% | +110.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling