+22.7%
VZ vs HUM
+50.6%
-27.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -1.2% | -1.4% | +0.2% | -1.3% |
| 30D | +5.7% | +7.5% | -1.8% | +5.9% |
| 3M | +8.2% | +10.2% | -2.0% | +8.5% |
| 6M | +1.7% | +132.5% | -130.8% | +2.9% |
| YTD | +28.9% | +57.6% | -28.8% | +31.2% |
| 1Y | +22.7% | +48.6% | -25.8% | +24.4% |
| All | +22.7% | +50.6% | -27.8% | +24.4% |
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