+2,709.5%
HUM vs VIAV
+3,187.5%
-477.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.5% | +4.7% | +0.6% |
| 7D | -1.4% | +11.2% | -12.6% | -2.5% |
| 30D | +7.5% | -2.6% | +10.1% | +7.5% |
| 3M | +10.2% | -20.1% | +30.3% | +11.8% |
| 6M | +132.5% | +25.8% | +106.7% | +123.5% |
| YTD | +57.6% | +109.9% | -52.3% | +42.9% |
| 1Y | +48.6% | +214.3% | -165.7% | +28.7% |
| 3Y | -11.2% | +281.6% | -292.8% | -25.6% |
| 5Y | +4.8% | +132.6% | -127.8% | -8.6% |
| 10Y | +147.1% | +396.7% | -249.6% | +98.3% |
| All | +2,709.5% | +3,187.5% | -477.9% | +1,379.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 all: compounded portfolio wealth divided by compounded VIAV 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…
all analysis · Full analysis span regression · 6 months rolling