+2,826.7%
VRT vs HUM
+35.8%
+2,790.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.6% |
| 7D | +13.6% | +2.1% | +11.5% | +13.2% |
| 30D | +6.8% | +4.7% | +2.1% | +5.8% |
| 3M | -3.2% | +13.5% | -16.7% | -5.5% |
| 6M | +20.3% | +126.7% | -106.3% | +2.5% |
| YTD | +79.6% | +58.5% | +21.0% | +62.4% |
| 1Y | +139.0% | +31.7% | +107.3% | +123.2% |
| 3Y | +644.6% | -10.6% | +655.2% | +646.9% |
| 5Y | +1,024.4% | +2.5% | +1,021.9% | +945.4% |
| All | +2,826.7% | +35.8% | +2,790.8% | +2,166.8% |
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