-88.8%
VENU vs SPY
+28.5%
-117.4%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.4% | -9.2% | -9.2% |
| 7D | -13.1% | +2.6% | -15.7% | -15.3% |
| 30D | 0.0% | -2.0% | +2.0% | +2.1% |
| 3M | -44.9% | -2.8% | -42.1% | -43.1% |
| 6M | -70.3% | +2.1% | -72.4% | -70.7% |
| YTD | -86.6% | +11.5% | -98.1% | -87.7% |
| 1Y | -90.1% | +13.5% | -103.5% | -91.0% |
| All | -88.8% | +28.5% | -117.4% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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