+1,868.5%
HUM vs VO
+814.4%
+1,054.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | +0.1% | -0.2% |
| 7D | -0.2% | -0.6% | +0.4% | +0.2% |
| 30D | +3.7% | -1.9% | +5.6% | +5.1% |
| 3M | +10.4% | +3.3% | +7.1% | +7.8% |
| 6M | +125.7% | +9.7% | +116.0% | +110.7% |
| YTD | +57.3% | +12.6% | +44.7% | +44.1% |
| 1Y | +48.6% | +13.6% | +35.0% | +35.4% |
| 3Y | -11.3% | +56.8% | -68.1% | -37.0% |
| 5Y | +0.8% | +42.3% | -41.5% | -25.2% |
| 10Y | +146.7% | +199.2% | -52.5% | +2.8% |
| All | +1,868.5% | +814.4% | +1,054.1% | +188.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling