+17.2%
VTI vs HUM
+50.8%
-33.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.4% | +0.7% |
| 7D | -0.9% | +2.1% | -3.0% | -1.0% |
| 30D | -1.4% | +5.4% | -6.8% | -1.7% |
| 3M | +3.6% | +11.4% | -7.8% | +3.1% |
| 6M | +13.6% | +141.5% | -127.9% | +9.2% |
| YTD | +12.9% | +61.2% | -48.3% | +9.9% |
| 1Y | +17.2% | +49.2% | -31.9% | +14.2% |
| All | +17.2% | +50.8% | -33.6% | +14.2% |
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