+349.1%
VT vs HUM
+1,117.1%
-768.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.3% | -5.1% | -1.0% |
| 7D | -2.3% | +4.6% | -7.0% | -3.4% |
| 30D | -5.0% | +9.6% | -14.6% | -7.2% |
| 3M | -4.9% | +18.4% | -23.2% | -9.0% |
| 6M | -1.5% | +76.9% | -78.4% | -15.1% |
| YTD | +8.5% | +71.0% | -62.5% | -7.1% |
| 1Y | +11.4% | +75.0% | -63.6% | -5.5% |
| 3Y | +70.1% | -7.7% | +77.7% | +63.3% |
| 5Y | +53.7% | +0.6% | +53.1% | +40.0% |
| 10Y | +220.0% | +182.1% | +37.9% | +103.2% |
| All | +349.1% | +1,117.1% | -768.0% | +54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling