-57.8%
HUMA vs VT
+21.4%
-79.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -0.1% |
| 7D | +4.4% | +1.0% | +3.4% | +1.3% |
| 30D | -17.1% | -0.2% | -16.9% | -16.7% |
| 3M | -56.9% | +4.5% | -61.4% | -62.7% |
| 6M | -46.4% | +14.1% | -60.5% | -64.7% |
| YTD | -38.1% | +14.8% | -52.8% | -60.9% |
| 1Y | -57.8% | +21.2% | -79.0% | -79.4% |
| All | -57.8% | +21.4% | -79.2% | -79.4% |
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