+53.4%
VT vs HUM
+0.3%
+53.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.3% | -5.1% | -0.1% |
| 7D | -2.3% | +4.6% | -7.0% | -2.6% |
| 30D | -5.0% | +9.6% | -14.6% | -5.6% |
| 3M | -4.9% | +18.4% | -23.2% | -6.1% |
| 6M | -1.5% | +76.9% | -78.4% | -5.8% |
| YTD | +8.5% | +71.0% | -62.5% | +3.6% |
| 1Y | +11.4% | +75.0% | -63.6% | +6.1% |
| 3Y | +70.1% | -7.7% | +77.7% | +71.3% |
| All | +53.4% | +0.3% | +53.1% | +49.1% |
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