-82.8%
VENU vs VOO
+30.0%
-112.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.4% |
| 7D | -13.0% | -0.8% | -12.2% | -12.3% |
| 30D | -11.2% | -1.1% | -10.2% | -10.1% |
| 3M | -51.3% | +3.9% | -55.1% | -53.1% |
| 6M | -53.0% | +13.6% | -66.6% | -58.2% |
| YTD | -79.3% | +12.7% | -92.0% | -81.5% |
| 1Y | -85.3% | +17.6% | -102.9% | -87.2% |
| All | -82.8% | +30.0% | -112.8% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling