+182.7%
VXUS vs HUM
+668.6%
-485.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +1.6% | +2.1% | -0.5% | +1.2% |
| 30D | +1.0% | +4.7% | -3.7% | +0.2% |
| 3M | +5.7% | +13.5% | -7.8% | +3.1% |
| 6M | +13.6% | +126.7% | -113.1% | -2.2% |
| YTD | +17.4% | +58.5% | -41.1% | +6.7% |
| 1Y | +25.1% | +31.7% | -6.7% | +16.9% |
| 3Y | +75.8% | -10.6% | +86.5% | +73.2% |
| 5Y | +55.4% | +2.5% | +52.9% | +44.5% |
| 10Y | +146.4% | +148.7% | -2.3% | +78.6% |
| All | +182.7% | +668.6% | -485.8% | +38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling