+57.5%
HUM vs VTEB
+0.7%
+56.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.5% |
| 7D | -1.2% | +1.2% | -2.4% | -1.6% |
| 30D | +2.1% | +4.2% | -2.1% | -0.1% |
| 3M | +13.4% | -0.5% | +13.9% | +14.1% |
| 6M | +72.7% | -0.6% | +73.3% | +74.5% |
| YTD | +62.3% | +0.3% | +62.0% | +65.1% |
| 1Y | +57.5% | +0.8% | +56.6% | +59.2% |
| All | +57.5% | +0.7% | +56.8% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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