-94.0%
HUMA vs VOO
+126.4%
-220.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -1.9% |
| 7D | -3.0% | -0.4% | -2.7% | -2.4% |
| 30D | -22.3% | -1.4% | -20.9% | -20.4% |
| 3M | -58.3% | +3.7% | -62.1% | -60.8% |
| 6M | -51.8% | +13.0% | -64.8% | -59.8% |
| YTD | -39.8% | +12.4% | -52.2% | -49.0% |
| 1Y | -61.4% | +18.6% | -80.0% | -69.4% |
| 3Y | -84.7% | +78.1% | -162.8% | -92.7% |
| 5Y | -95.8% | +82.3% | -178.1% | -98.0% |
| All | -94.0% | +126.4% | -220.4% | -97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling