+22.9%
VT vs CHYM
-27.1%
+50.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.6% | -0.1% |
| 7D | -2.3% | +12.1% | -14.4% | -3.2% |
| 30D | -5.0% | +12.2% | -17.1% | -5.9% |
| 3M | -4.9% | +0.3% | -5.1% | -5.1% |
| 6M | -1.5% | +44.2% | -45.7% | -5.5% |
| YTD | +8.5% | +24.5% | -16.0% | +4.6% |
| 1Y | +11.4% | +73.2% | -61.8% | +4.7% |
| All | +22.9% | -27.1% | +50.0% | +19.5% |
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