+1,146.6%
HUM vs VT
+346.0%
+800.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.2% |
| 7D | +4.6% | -2.3% | +7.0% | +6.3% |
| 30D | +9.6% | -5.0% | +14.6% | +13.7% |
| 3M | +18.4% | -4.9% | +23.2% | +22.7% |
| 6M | +76.9% | -1.5% | +78.4% | +78.3% |
| YTD | +71.0% | +8.5% | +62.5% | +60.0% |
| 1Y | +75.0% | +11.4% | +63.6% | +60.6% |
| 3Y | -7.7% | +70.1% | -77.7% | -39.0% |
| 5Y | +0.6% | +53.7% | -53.1% | -29.7% |
| 10Y | +182.1% | +220.0% | -37.9% | +12.4% |
| All | +1,146.6% | +346.0% | +800.6% | +272.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling