-6.1%
HUM vs VT
+74.0%
-80.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +3.7% | +2.4% | +1.4% | +2.8% |
| 30D | +5.5% | -1.5% | +7.0% | +6.1% |
| 3M | +17.1% | -4.1% | +21.3% | +19.0% |
| 6M | +48.3% | +0.6% | +47.7% | +47.8% |
| YTD | +77.4% | +11.0% | +66.3% | +69.5% |
| 1Y | +92.6% | +13.3% | +79.2% | +82.6% |
| 3Y | -6.1% | +73.4% | -79.5% | -20.9% |
| All | -6.1% | +74.0% | -80.1% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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