-34.9%
VST vs HUM
+51.1%
-85.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -0.1% | -13.7% | -13.8% |
| 7D | -15.7% | +1.6% | -17.3% | -15.7% |
| 30D | -17.0% | +3.5% | -20.5% | -17.1% |
| 3M | -15.9% | +15.5% | -31.4% | -15.7% |
| 6M | -25.0% | +76.2% | -101.2% | -22.5% |
| YTD | -25.1% | +64.5% | -89.6% | -22.1% |
| 1Y | -34.9% | +50.0% | -84.9% | -32.4% |
| All | -34.9% | +51.1% | -85.9% | -32.4% |
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