-84.9%
HUMA vs VT
+75.0%
-159.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.6% |
| 7D | -6.9% | +0.4% | -7.4% | -7.9% |
| 30D | -17.0% | +1.0% | -18.0% | -19.2% |
| 3M | -59.4% | +2.4% | -61.8% | -61.9% |
| 6M | -47.4% | +12.0% | -59.4% | -60.1% |
| YTD | -37.0% | +15.3% | -52.4% | -55.4% |
| 1Y | -58.6% | +22.6% | -81.1% | -74.0% |
| All | -84.9% | +75.0% | -159.9% | -96.1% |
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