-7.3%
HUMN vs VOO
+12.0%
-19.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +1.2% |
| 7D | +2.9% | -0.6% | +3.5% | +3.7% |
| 30D | -4.0% | -3.6% | -0.4% | +3.4% |
| 3M | -15.3% | -2.7% | -12.6% | -10.4% |
| 6M | -25.2% | +2.2% | -27.4% | -27.5% |
| YTD | -7.6% | +10.9% | -18.5% | -22.1% |
| 1Y | -7.3% | +11.3% | -18.6% | -22.4% |
| All | -7.3% | +12.0% | -19.3% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling