+147.3%
VXUS vs HUM
+152.7%
-5.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | +0.7% |
| 7D | -1.4% | +2.1% | -3.5% | -1.7% |
| 30D | -0.5% | +5.4% | -5.9% | -1.2% |
| 3M | +2.6% | +11.4% | -8.8% | +0.8% |
| 6M | +10.9% | +141.5% | -130.6% | -3.4% |
| YTD | +16.1% | +61.2% | -45.0% | +6.9% |
| 1Y | +22.3% | +49.2% | -26.9% | +13.4% |
| 3Y | +72.0% | -9.0% | +81.1% | +71.2% |
| 5Y | +54.1% | +7.2% | +47.0% | +43.1% |
| All | +147.3% | +152.7% | -5.4% | +93.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling