-22.0%
VST vs HUM
+89.6%
-111.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.2% |
| 7D | +6.6% | +3.7% | +2.8% | +6.5% |
| 30D | -12.4% | +5.5% | -17.9% | -12.6% |
| 3M | -9.0% | +17.1% | -26.1% | -9.2% |
| 6M | -6.4% | +48.3% | -54.7% | -4.2% |
| YTD | -17.2% | +77.4% | -94.6% | -12.9% |
| 1Y | -22.0% | +92.6% | -114.6% | -19.8% |
| All | -22.0% | +89.6% | -111.6% | -19.8% |
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 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