+49.2%
HUM vs VYM
+18.4%
+30.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.6% | +1.7% |
| 7D | +2.1% | -0.8% | +2.9% | +2.7% |
| 30D | +5.4% | -2.2% | +7.6% | +7.2% |
| 3M | +11.4% | +3.1% | +8.3% | +8.8% |
| 6M | +141.5% | +9.7% | +131.8% | +119.2% |
| YTD | +61.2% | +14.9% | +46.3% | +36.3% |
| 1Y | +49.2% | +17.6% | +31.6% | +29.3% |
| All | +49.2% | +18.4% | +30.7% | +29.3% |
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