+30.6%
HUM vs VYM
+21.4%
+9.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | +4.2% | 0.0% | +4.2% | +4.2% |
| 30D | +10.4% | -0.5% | +10.9% | +10.9% |
| 3M | +15.1% | +3.0% | +12.0% | +12.4% |
| 6M | +120.9% | +8.2% | +112.7% | +104.1% |
| YTD | +57.9% | +15.8% | +42.1% | +32.2% |
| 1Y | +30.6% | +20.8% | +9.7% | +5.8% |
| All | +30.6% | +21.4% | +9.1% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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