-58.6%
HUMA vs VT
+23.3%
-81.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -6.9% | +0.4% | -7.4% | -8.1% |
| 30D | -17.0% | +1.0% | -18.0% | -19.6% |
| 3M | -59.4% | +2.4% | -61.8% | -62.0% |
| 6M | -47.4% | +12.0% | -59.4% | -62.7% |
| YTD | -37.1% | +15.3% | -52.4% | -60.8% |
| 1Y | -58.6% | +22.6% | -81.2% | -79.6% |
| All | -58.6% | +23.3% | -81.9% | -79.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling