+51.8%
VG vs HUM
+51.1%
+0.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.1% | -7.6% | -7.7% |
| 7D | -16.4% | +1.6% | -17.9% | -16.6% |
| 30D | -10.8% | +3.5% | -14.3% | -11.6% |
| 3M | -6.3% | +15.5% | -21.8% | -9.2% |
| 6M | -12.5% | +76.2% | -88.7% | -19.2% |
| YTD | +76.9% | +64.5% | +12.4% | +65.7% |
| 1Y | +51.8% | +50.0% | +1.8% | +43.2% |
| All | +51.8% | +51.1% | +0.7% | +43.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling