-69.2%
HUMA vs VOO
+14.7%
-83.9%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | -2.6% |
| 7D | -4.3% | -0.7% | -3.5% | -1.7% |
| 30D | -10.0% | -1.1% | -8.9% | -7.0% |
| 3M | -36.8% | -0.3% | -36.5% | -36.2% |
| 6M | -51.4% | +7.4% | -58.7% | -60.7% |
| YTD | -53.2% | +13.4% | -66.5% | -67.9% |
| 1Y | -69.2% | +14.8% | -84.0% | -79.7% |
| All | -69.2% | +14.7% | -83.9% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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