-84.2%
VENU vs VT
+21.4%
-105.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.1% |
| 7D | +3.2% | +1.0% | +2.2% | +1.4% |
| 30D | -5.0% | -0.2% | -4.7% | -4.3% |
| 3M | -43.4% | +4.5% | -47.9% | -48.3% |
| 6M | -60.3% | +14.1% | -74.4% | -69.2% |
| YTD | -77.2% | +14.8% | -92.0% | -82.4% |
| 1Y | -84.2% | +21.2% | -105.4% | -88.5% |
| All | -84.2% | +21.4% | -105.6% | -88.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling