+30.6%
HUM vs VSH
+118.1%
-87.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.7% | -1.7% |
| 7D | +4.2% | +4.1% | +0.1% | +3.6% |
| 30D | +10.4% | -4.2% | +14.5% | +10.8% |
| 3M | +15.1% | -50.0% | +65.0% | +23.6% |
| 6M | +120.9% | +80.2% | +40.7% | +89.2% |
| YTD | +57.9% | +121.1% | -63.1% | +23.4% |
| 1Y | +30.6% | +112.0% | -81.4% | +1.9% |
| All | +30.6% | +118.1% | -87.6% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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