+990.1%
VZ vs HUM
+5,562.3%
-4,572.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | +0.1% | +4.2% | -4.1% | -0.3% |
| 30D | +7.9% | +10.4% | -2.5% | +6.8% |
| 3M | +13.6% | +15.1% | -1.4% | +11.8% |
| 6M | +1.1% | +120.9% | -119.8% | -7.3% |
| YTD | +29.3% | +57.9% | -28.6% | +22.2% |
| 1Y | +21.2% | +30.6% | -9.3% | +16.4% |
| 3Y | +75.9% | -9.6% | +85.5% | +72.7% |
| 5Y | +24.1% | +1.6% | +22.5% | +19.3% |
| 10Y | +62.4% | +146.4% | -84.0% | +40.0% |
| All | +990.1% | +5,562.3% | -4,572.2% | +507.4% |
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 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