-95.7%
HUMA vs VT
+66.2%
-161.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -6.9% | +0.4% | -7.4% | -7.6% |
| 30D | -17.0% | +1.0% | -18.0% | -18.6% |
| 3M | -59.4% | +2.4% | -61.8% | -61.2% |
| 6M | -47.4% | +12.0% | -59.4% | -56.8% |
| YTD | -37.0% | +15.3% | -52.4% | -50.7% |
| 1Y | -58.6% | +22.6% | -81.1% | -70.2% |
| 3Y | -85.0% | +74.7% | -159.7% | -93.5% |
| All | -95.7% | +66.2% | -161.9% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling