-9.0%
HUM price history and return analytics
+74.2%
-83.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +2.0% |
| 7D | +2.1% | -1.1% | +3.2% | +2.4% |
| 30D | +5.4% | -1.0% | +6.4% | +5.7% |
| 3M | +11.4% | +3.2% | +8.3% | +10.2% |
| 6M | +141.5% | +12.5% | +129.0% | +131.3% |
| YTD | +61.2% | +14.1% | +47.1% | +53.4% |
| 1Y | +49.2% | +18.9% | +30.2% | +40.1% |
| 3Y | -9.0% | +74.1% | -83.1% | -14.4% |
| All | -9.0% | +74.2% | -83.3% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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