+766.9%
VST vs HUM
+2.1%
+764.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | +9.9% | +2.1% | +7.8% | +9.9% |
| 30D | +7.9% | +4.7% | +3.2% | +7.9% |
| 3M | +3.4% | +13.5% | -10.1% | +3.5% |
| 6M | -4.1% | +126.7% | -130.8% | -4.5% |
| YTD | -5.7% | +58.5% | -64.2% | -5.5% |
| 1Y | -18.9% | +31.7% | -50.6% | -18.5% |
| 3Y | +359.1% | -10.6% | +369.7% | +371.1% |
| 5Y | +766.9% | +2.5% | +764.4% | +742.1% |
| All | +766.9% | +2.1% | +764.8% | +742.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling