+5.2%
VUG vs CHYM
+71.1%
-65.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.9% | -4.4% | +0.9% |
| 7D | -3.0% | +3.7% | -6.7% | -3.4% |
| 30D | -6.4% | +5.6% | -12.0% | -7.1% |
| 3M | -3.2% | +19.7% | -22.9% | -6.1% |
| 6M | +3.1% | +35.3% | -32.2% | -2.5% |
| YTD | +6.3% | +18.7% | -12.4% | +0.7% |
| 1Y | +5.2% | +67.8% | -62.6% | -4.3% |
| All | +5.2% | +71.1% | -65.9% | -4.3% |
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