+18.2%
HUMN vs VOO
+27.0%
-8.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | -0.8% |
| 7D | -3.1% | -0.8% | -2.3% | -1.6% |
| 30D | -10.8% | -1.1% | -9.7% | -8.8% |
| 3M | -15.3% | +3.9% | -19.2% | -20.7% |
| 6M | -5.5% | +13.6% | -19.1% | -23.4% |
| YTD | -1.0% | +12.7% | -13.7% | -18.9% |
| 1Y | +7.1% | +17.6% | -10.5% | -17.3% |
| All | +18.2% | +27.0% | -8.8% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling