+11.9%
VT vs CHYM
+58.2%
-46.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.1% | +15.4% | -15.5% | -1.5% |
| 30D | -3.1% | +8.2% | -11.2% | -3.8% |
| 3M | -3.5% | +5.5% | -9.0% | -4.2% |
| 6M | +0.5% | +76.6% | -76.1% | -6.2% |
| YTD | +10.8% | +29.3% | -18.5% | +5.4% |
| 1Y | +11.9% | +53.1% | -41.2% | +3.7% |
| All | +11.9% | +58.2% | -46.3% | +3.7% |
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