-80.2%
VENU vs SPY
+30.9%
-111.1%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.5% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -7.4% | +0.1% | -7.5% | -7.3% |
| 3M | -42.4% | +2.0% | -44.4% | -43.4% |
| 6M | -61.3% | +13.0% | -74.3% | -65.3% |
| YTD | -76.2% | +13.5% | -89.8% | -78.7% |
| 1Y | -83.3% | +20.0% | -103.3% | -85.5% |
| All | -80.2% | +30.9% | -111.1% | -83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling