-11.1%
CHYM price history and return analytics
+29.7%
-40.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.7% |
| 7D | -2.3% | -1.1% | -1.1% | -0.1% |
| 30D | +4.4% | -1.0% | +5.4% | +6.6% |
| 3M | +91.3% | +3.2% | +88.2% | +79.1% |
| 6M | +44.0% | +12.5% | +31.5% | +12.5% |
| YTD | +31.1% | +14.1% | +17.0% | -2.1% |
| 1Y | +37.8% | +18.9% | +18.9% | -6.4% |
| All | -11.1% | +29.7% | -40.7% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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