+12.8%
VG vs HUM
+31.0%
-18.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | +1.7% | +4.2% | -2.5% | +0.7% |
| 30D | +16.0% | +10.4% | +5.6% | +13.3% |
| 3M | +9.7% | +15.1% | -5.3% | +6.1% |
| 6M | +29.6% | +120.9% | -91.4% | +13.0% |
| YTD | +112.0% | +57.9% | +54.1% | +94.3% |
| 1Y | +12.8% | +30.6% | -17.8% | +8.0% |
| All | +12.8% | +31.0% | -18.2% | +8.0% |
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