+26.8%
VZ vs CHYM
-24.9%
+51.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.8% | +0.4% |
| 7D | +0.2% | +2.1% | -1.8% | +0.3% |
| 30D | +7.1% | +11.0% | -3.9% | +7.4% |
| 3M | +12.8% | +83.9% | -71.1% | +15.0% |
| 6M | +1.8% | +45.3% | -43.5% | +3.2% |
| YTD | +30.0% | +28.4% | +1.6% | +32.0% |
| 1Y | +24.3% | +32.2% | -7.9% | +25.9% |
| All | +26.8% | -24.9% | +51.7% | +28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling