-75.2%
HUMA vs VT
+74.0%
-149.2%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.3% | -5.9% | -5.5% |
| 7D | +24.6% | +2.4% | +22.2% | +16.6% |
| 30D | +57.6% | -1.5% | +59.1% | +65.1% |
| 3M | +1.5% | -4.1% | +5.6% | +13.8% |
| 6M | -50.6% | +0.6% | -51.2% | -51.1% |
| YTD | -41.9% | +11.0% | -53.0% | -54.7% |
| 1Y | -53.1% | +13.3% | -66.5% | -65.2% |
| 3Y | -75.2% | +73.4% | -148.6% | -93.2% |
| All | -75.2% | +74.0% | -149.2% | -93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling