+22.3%
VXUS vs HUM
+50.8%
-28.5%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | +0.9% |
| 7D | -1.4% | +2.1% | -3.5% | -1.5% |
| 30D | -0.5% | +5.4% | -5.9% | -0.6% |
| 3M | +2.6% | +11.4% | -8.8% | +2.2% |
| 6M | +10.9% | +141.5% | -130.6% | +7.6% |
| YTD | +16.1% | +61.2% | -45.0% | +13.4% |
| 1Y | +22.3% | +49.2% | -26.9% | +19.4% |
| All | +22.3% | +50.8% | -28.5% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling