-93.7%
HUMA vs VT
+101.7%
-195.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.5% |
| 3M | -59.4% | +2.4% | -61.8% | -61.1% |
| 6M | -47.4% | +12.0% | -59.4% | -56.4% |
| YTD | -37.0% | +15.3% | -52.4% | -50.1% |
| 1Y | -58.6% | +22.6% | -81.1% | -69.7% |
| 3Y | -85.0% | +74.7% | -159.7% | -93.2% |
| 5Y | -95.6% | +66.1% | -161.8% | -97.9% |
| All | -93.7% | +101.7% | -195.4% | -97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling