-81.0%
VENU price history and return analytics
+37.1%
-118.1%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.4% |
| 7D | +3.2% | +1.0% | +2.2% | +2.1% |
| 30D | -5.0% | -0.2% | -4.7% | -4.6% |
| 3M | -43.4% | +4.5% | -47.9% | -46.2% |
| 6M | -60.3% | +14.1% | -74.4% | -65.4% |
| YTD | -77.2% | +14.8% | -92.0% | -80.1% |
| 1Y | -84.2% | +21.2% | -105.4% | -86.7% |
| All | -81.0% | +37.1% | -118.1% | -85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling