+75.4%
VEA vs HUM
-9.4%
+84.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +1.0% |
| 7D | -1.5% | +2.1% | -3.5% | -1.5% |
| 30D | -0.8% | +5.4% | -6.2% | -1.0% |
| 3M | +2.5% | +11.4% | -8.9% | +2.1% |
| 6M | +11.1% | +141.5% | -130.4% | +8.1% |
| YTD | +17.2% | +61.2% | -44.0% | +15.0% |
| 1Y | +24.5% | +49.2% | -24.6% | +22.3% |
| 3Y | +75.4% | -9.0% | +84.5% | +67.6% |
| All | +75.4% | -9.4% | +84.8% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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