+18.2%
HUMN vs VT
+28.3%
-10.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.9% |
| 7D | -3.1% | -1.1% | -2.0% | -0.9% |
| 30D | -10.8% | -1.0% | -9.8% | -9.0% |
| 3M | -15.3% | +3.2% | -18.5% | -19.4% |
| 6M | -5.5% | +12.5% | -18.0% | -22.0% |
| YTD | -1.0% | +14.1% | -15.1% | -20.3% |
| 1Y | +7.1% | +18.9% | -11.8% | -19.3% |
| All | +18.2% | +28.3% | -10.1% | -20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling