+13.5%
VT vs CHYM
+61.5%
-48.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | -1.6% | -1.2% | -0.4% | -1.5% |
| 30D | -2.5% | +3.5% | -6.0% | -2.8% |
| 3M | -1.3% | +16.2% | -17.5% | -3.3% |
| 6M | +3.1% | +26.8% | -23.7% | -0.5% |
| YTD | +10.9% | +12.0% | -1.1% | +7.1% |
| All | +13.5% | +61.5% | -48.0% | +5.4% |
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