-87.6%
VENU vs VT
+33.0%
-120.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.1% |
| 7D | -6.0% | +2.9% | -8.9% | -9.4% |
| 30D | +0.8% | -2.5% | +3.3% | +4.1% |
| 3M | -36.2% | -3.3% | -32.9% | -33.2% |
| 6M | -66.0% | +1.5% | -67.6% | -66.4% |
| YTD | -85.2% | +11.4% | -96.5% | -86.5% |
| 1Y | -89.7% | +11.9% | -101.6% | -90.7% |
| All | -87.6% | +33.0% | -120.7% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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