+20.0%
VTI vs HUM
+31.0%
-11.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.3% |
| 7D | +0.1% | +4.2% | -4.1% | -0.1% |
| 30D | 0.0% | +10.4% | -10.3% | -0.4% |
| 3M | +2.0% | +15.1% | -13.1% | +1.4% |
| 6M | +13.0% | +120.9% | -108.0% | +9.2% |
| YTD | +13.9% | +57.9% | -44.0% | +11.2% |
| 1Y | +20.0% | +30.6% | -10.6% | +17.4% |
| All | +20.0% | +31.0% | -11.0% | +17.4% |
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