-11.1%
HUM vs VO
+54.6%
-65.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | -1.4% | -2.5% | +1.1% | -0.3% |
| 30D | +7.5% | -3.2% | +10.7% | +9.2% |
| 3M | +10.2% | +3.9% | +6.3% | +8.2% |
| 6M | +132.5% | +9.6% | +122.9% | +121.8% |
| YTD | +57.6% | +11.6% | +46.0% | +49.2% |
| 1Y | +48.6% | +12.6% | +36.0% | +40.3% |
| All | -11.1% | +54.6% | -65.7% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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