-82.7%
VENU price history and return analytics
+35.0%
-117.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.8% |
| 7D | -8.9% | -2.0% | -6.9% | -6.6% |
| 30D | -9.3% | -1.4% | -7.9% | -7.6% |
| 3M | -46.6% | +4.7% | -51.4% | -49.4% |
| 6M | -51.8% | +11.4% | -63.1% | -56.8% |
| YTD | -79.2% | +13.1% | -92.3% | -81.5% |
| 1Y | -85.3% | +19.0% | -104.3% | -87.3% |
| All | -82.7% | +35.0% | -117.7% | -86.1% |
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