+66.6%
VT vs HUM
+2.1%
+64.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | +1.0% | +2.1% | -1.1% | +0.9% |
| 30D | -0.2% | +4.7% | -4.9% | -0.6% |
| 3M | +4.5% | +13.5% | -9.0% | +3.5% |
| 6M | +14.1% | +126.7% | -112.6% | +6.9% |
| YTD | +14.8% | +58.5% | -43.8% | +10.1% |
| 1Y | +21.2% | +31.7% | -10.6% | +17.8% |
| 3Y | +76.6% | -10.6% | +87.2% | +77.4% |
| 5Y | +66.6% | +2.5% | +64.1% | +57.7% |
| All | +66.6% | +2.1% | +64.5% | +57.7% |
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