Rev. Date June 5, 2023

How is the default analysis period determined?

For an individual investment, the default analysis period is the full span of the available data for that investment.

For a portfolio with multiple investments spanning different time frames, the default analysis period is the longest overlapping period of all investments' available data, including the assigned benchmark. For example, if a portfolio has two investments, one with data from 1/1/1987 to 7/1/2016 and one with data spanning 1/1/2000 to 1/1/2017, Venn will show analyses from 1/1/2000 to 7/1/2016.

As you are adding investments or benchmarks to your analyses, it’s always a good practice to check the time frame of available data.

Can I change the analysis period?

In cases where you want to analyze metrics for a specific period in time, you would want to adjust the analysis period.

The analysis period may be set to a subsection of the default period (“Full History”) but cannot expand beyond given data availability.

If you would like to analyze on a wider time frame, you need to do one of the following:

 This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.