+52.6%
VXUS vs HUM
+0.5%
+52.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -1.9% | -1.4% | -0.5% | -1.9% |
| 30D | -0.7% | +7.5% | -8.2% | -1.1% |
| 3M | +4.9% | +10.2% | -5.3% | +4.4% |
| 6M | +9.7% | +132.5% | -122.9% | +4.7% |
| YTD | +15.0% | +57.6% | -42.6% | +11.8% |
| 1Y | +22.4% | +48.6% | -26.1% | +19.2% |
| 3Y | +72.2% | -11.2% | +83.4% | +73.1% |
| 5Y | +52.6% | +4.8% | +47.8% | +43.9% |
| All | +52.6% | +0.5% | +52.1% | +43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling