+812.9%
VOO vs HUM
+797.0%
+15.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -2.0% | -1.4% | -0.6% | -1.7% |
| 30D | -1.7% | +7.5% | -9.1% | -3.2% |
| 3M | +4.7% | +10.2% | -5.5% | +2.3% |
| 6M | +12.6% | +132.5% | -120.0% | -6.7% |
| YTD | +11.8% | +57.6% | -45.9% | -0.3% |
| 1Y | +17.5% | +48.6% | -31.0% | +5.5% |
| 3Y | +77.0% | -11.2% | +88.1% | +73.5% |
| 5Y | +82.6% | +4.8% | +77.8% | +66.7% |
| 10Y | +320.0% | +147.1% | +172.9% | +200.5% |
| All | +812.9% | +797.0% | +15.9% | +336.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling