+29.9%
VXUS vs CHYM
-24.0%
+53.9%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.1% | -0.9% |
| 7D | -1.9% | -2.9% | +1.0% | -1.7% |
| 30D | -0.7% | +3.0% | -3.7% | -1.0% |
| 3M | +4.9% | +98.7% | -93.8% | -1.4% |
| 6M | +9.7% | +46.4% | -36.8% | +5.1% |
| YTD | +15.0% | +29.8% | -14.8% | +10.7% |
| 1Y | +22.4% | +40.5% | -18.0% | +17.0% |
| All | +29.9% | -24.0% | +53.9% | +26.7% |
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 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