+13.5%
VT vs HUM
+51.2%
-37.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | 0.0% |
| 7D | -1.6% | +0.9% | -2.5% | -1.6% |
| 30D | -2.5% | +7.8% | -10.3% | -2.8% |
| 3M | -1.3% | +11.8% | -13.1% | -1.7% |
| 6M | +3.1% | +79.7% | -76.6% | +1.0% |
| YTD | +10.9% | +64.7% | -53.8% | +7.8% |
| All | +13.5% | +51.2% | -37.8% | +11.0% |
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 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