+11.9%
VT vs HUM
+78.8%
-66.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -0.6% |
| 7D | -0.1% | +4.8% | -5.0% | -0.4% |
| 30D | -3.1% | +1.6% | -4.7% | -3.2% |
| 3M | -3.5% | +13.8% | -17.3% | -4.1% |
| 6M | +0.5% | +60.0% | -59.6% | -1.5% |
| YTD | +10.8% | +72.7% | -61.9% | +6.8% |
| 1Y | +11.9% | +86.1% | -74.2% | +5.8% |
| All | +11.9% | +78.8% | -66.9% | +5.8% |
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