-80.2%
VENU vs VT
+37.8%
-118.0%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -1.0% | +0.4% | -1.4% | -1.4% |
| 30D | -7.4% | +1.0% | -8.4% | -8.3% |
| 3M | -42.4% | +2.4% | -44.7% | -43.9% |
| 6M | -61.3% | +12.0% | -73.3% | -65.7% |
| YTD | -76.2% | +15.3% | -91.6% | -79.4% |
| 1Y | -83.3% | +22.6% | -105.9% | -86.0% |
| All | -80.2% | +37.8% | -118.0% | -84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling