+49.2%
HUM vs VNQ
+7.2%
+41.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.5% | +2.0% |
| 7D | +2.1% | -1.3% | +3.3% | +2.6% |
| 30D | +5.4% | -2.6% | +8.0% | +6.5% |
| 3M | +11.4% | -2.0% | +13.4% | +12.1% |
| 6M | +141.5% | +4.3% | +137.2% | +131.0% |
| YTD | +61.2% | +9.2% | +52.0% | +47.6% |
| 1Y | +49.2% | +5.6% | +43.5% | +41.8% |
| All | +49.2% | +7.2% | +41.9% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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