-82.2%
VENU vs SPY
+29.6%
-111.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.8% | -5.8% |
| 7D | 0.0% | -0.4% | +0.4% | +0.4% |
| 30D | -11.3% | -1.4% | -10.0% | -10.0% |
| 3M | -45.9% | +3.7% | -49.7% | -47.8% |
| 6M | -55.0% | +13.0% | -68.0% | -59.5% |
| YTD | -78.6% | +12.4% | -91.0% | -80.7% |
| 1Y | -85.5% | +18.5% | -104.0% | -87.2% |
| All | -82.2% | +29.6% | -111.8% | -85.1% |
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