-86.9%
VENU vs VT
+29.3%
-116.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.3% | +4.3% |
| 7D | -5.0% | -4.2% | -0.8% | +0.1% |
| 30D | -7.0% | -5.8% | -1.2% | +0.4% |
| 3M | -38.4% | -5.2% | -33.2% | -33.8% |
| 6M | -66.0% | +0.1% | -66.1% | -65.6% |
| YTD | -84.2% | +8.2% | -92.4% | -85.1% |
| 1Y | -89.9% | +10.1% | -100.0% | -90.6% |
| All | -86.9% | +29.3% | -116.1% | -88.8% |
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 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