-81.0%
VENU vs VOO
+30.3%
-111.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.4% |
| 7D | +3.2% | +0.5% | +2.7% | +2.7% |
| 30D | -5.0% | -0.9% | -4.0% | -3.9% |
| 3M | -43.4% | +3.9% | -47.3% | -45.5% |
| 6M | -60.3% | +14.5% | -74.9% | -65.0% |
| YTD | -77.2% | +13.0% | -90.1% | -79.6% |
| 1Y | -84.2% | +19.4% | -103.6% | -86.3% |
| All | -81.0% | +30.3% | -111.3% | -84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling