-52.4%
HUMA vs VT
+11.9%
-64.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +2.0% |
| 7D | +50.3% | +2.9% | +47.4% | +38.9% |
| 30D | +65.7% | -2.5% | +68.2% | +78.4% |
| 3M | -10.5% | -3.3% | -7.2% | -1.9% |
| 6M | -34.6% | +1.5% | -36.1% | -36.4% |
| YTD | -38.1% | +11.4% | -49.4% | -53.8% |
| 1Y | -52.4% | +11.9% | -64.3% | -64.8% |
| All | -52.4% | +11.9% | -64.3% | -64.8% |
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