+1,051.6%
HUM vs VT
+374.2%
+677.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +4.2% | +0.4% | +3.7% | +3.8% |
| 30D | +10.4% | +1.0% | +9.4% | +9.6% |
| 3M | +15.1% | +2.4% | +12.7% | +12.9% |
| 6M | +120.9% | +12.0% | +108.9% | +102.6% |
| YTD | +57.9% | +15.3% | +42.6% | +41.5% |
| 1Y | +30.6% | +22.6% | +8.0% | +11.8% |
| 3Y | -9.6% | +74.7% | -84.3% | -41.5% |
| 5Y | +1.6% | +66.1% | -64.6% | -32.9% |
| 10Y | +146.4% | +225.0% | -78.6% | -2.9% |
| All | +1,051.6% | +374.2% | +677.4% | +229.5% |
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