-66.3%
HUMA vs VT
+13.0%
-79.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -5.2% |
| 7D | +14.3% | +0.4% | +14.0% | +13.8% |
| 30D | +12.3% | -2.6% | +14.9% | +21.6% |
| 3M | -36.6% | -3.2% | -33.4% | -30.5% |
| 6M | -57.1% | +0.9% | -58.0% | -57.3% |
| YTD | -52.7% | +11.3% | -64.0% | -64.4% |
| All | -66.3% | +13.0% | -79.3% | -75.3% |
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