+152.3%
HUM vs VEU
+155.0%
-2.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.2% | +1.7% |
| 7D | +2.1% | -1.4% | +3.5% | +2.9% |
| 30D | +5.4% | -0.4% | +5.8% | +5.6% |
| 3M | +11.4% | +2.5% | +8.9% | +9.6% |
| 6M | +141.5% | +11.1% | +130.4% | +124.8% |
| YTD | +61.2% | +16.5% | +44.7% | +45.0% |
| 1Y | +49.2% | +22.9% | +26.2% | +29.8% |
| 3Y | -9.0% | +73.4% | -82.5% | -38.0% |
| 5Y | +7.2% | +56.1% | -48.9% | -21.4% |
| All | +152.3% | +155.0% | -2.7% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling