+923.5%
VZ vs HUM
+6,259.1%
-5,335.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | +1.5% | +3.7% | -2.3% | +1.1% |
| 30D | +4.4% | +5.5% | -1.1% | +3.8% |
| 3M | -2.4% | +17.1% | -19.5% | -4.2% |
| 6M | +1.4% | +48.3% | -46.9% | -3.1% |
| YTD | +21.4% | +77.4% | -56.0% | +13.1% |
| 1Y | +20.3% | +92.6% | -72.3% | +11.0% |
| 3Y | +57.4% | -6.1% | +63.5% | +53.8% |
| 5Y | +21.9% | +6.2% | +15.7% | +16.6% |
| 10Y | +70.7% | +153.6% | -82.9% | +46.5% |
| All | +923.5% | +6,259.1% | -5,335.6% | +462.3% |
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