+50.0%
HUM vs VTR
+22.5%
+27.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.2% |
| 7D | +1.6% | +10.0% | -8.5% | +1.0% |
| 30D | +3.5% | +9.6% | -6.1% | +3.0% |
| 3M | +15.5% | -1.2% | +16.7% | +15.7% |
| 6M | +76.2% | +2.8% | +73.4% | +76.4% |
| YTD | +64.5% | +17.4% | +47.1% | +60.7% |
| 1Y | +50.0% | +22.0% | +28.0% | +40.7% |
| All | +50.0% | +22.5% | +27.6% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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