+67.8%
VTV vs HUM
-9.4%
+77.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.5% | +0.6% |
| 7D | -1.1% | +2.1% | -3.2% | -1.2% |
| 30D | -1.0% | +5.4% | -6.4% | -1.3% |
| 3M | +4.6% | +11.4% | -6.8% | +3.9% |
| 6M | +13.5% | +141.5% | -128.0% | +6.9% |
| YTD | +18.5% | +61.2% | -42.7% | +14.3% |
| 1Y | +22.9% | +49.2% | -26.3% | +19.0% |
| 3Y | +67.8% | -9.0% | +76.9% | +60.4% |
| All | +67.8% | -9.4% | +77.2% | +60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling