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Metrics & Performance

Alpha

Excess returns generated above a benchmark, attributed to skill rather than market conditions.

Alpha in venture capital represents the portion of a fund's returns that exceeds what would be expected from simply participating in the asset class. A fund generating alpha is outperforming its peers through superior deal selection, value-add, or timing.

In Practice

A fund returning 5x net while the median VC fund returns 1.5x is generating significant alpha through better deal selection and portfolio support.

Why It Matters

LPs pay premium fees and accept illiquidity because they believe specific GPs can generate alpha. Without alpha, LPs would be better off in index funds.

VC Beast Take

Everyone claims alpha. The data says most funds deliver beta at best. The few that consistently outperform are worth every basis point.

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