-95.4%
HUMA vs VT
+89.7%
-185.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.2% | +12.9% | +12.7% |
| 7D | +9.0% | -2.3% | +11.3% | +14.6% |
| 30D | -5.1% | -5.0% | -0.1% | +5.4% |
| 3M | -36.9% | -4.9% | -32.0% | -30.2% |
| 6M | -54.4% | -1.5% | -52.9% | -52.3% |
| YTD | -53.4% | +8.5% | -61.9% | -58.2% |
| 1Y | -65.8% | +11.4% | -77.2% | -70.6% |
| 3Y | -80.2% | +70.1% | -150.2% | -90.3% |
| 5Y | -95.8% | +53.7% | -149.6% | -97.7% |
| All | -95.4% | +89.7% | -185.0% | -97.7% |
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