+3.5%
VCIT vs HUM
+0.3%
+3.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.5% | -0.1% |
| 7D | +0.1% | +4.6% | -4.5% | +0.1% |
| 30D | +1.9% | +9.6% | -7.7% | +1.9% |
| 3M | -1.4% | +18.4% | -19.8% | -1.5% |
| 6M | -2.1% | +76.9% | -79.0% | -2.4% |
| YTD | -1.6% | +71.0% | -72.6% | -1.9% |
| 1Y | -0.9% | +75.0% | -75.9% | -1.2% |
| 3Y | +20.0% | -7.7% | +27.6% | +20.2% |
| All | +3.5% | +0.3% | +3.2% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 5y: compounded portfolio wealth divided by compounded HUM 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…
5y analysis · Full analysis span regression · 6 months rolling