+138.7%
IAU vs VEEV
-14.9%
+153.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -3.4% | -8.2% | +4.9% | -3.1% |
| 30D | -1.1% | +10.3% | -11.4% | -1.3% |
| 3M | +5.8% | +59.4% | -53.5% | +4.6% |
| 6M | -16.9% | +37.6% | -54.5% | -17.6% |
| YTD | +0.1% | +16.9% | -16.8% | -0.2% |
| 1Y | +18.4% | -5.0% | +23.4% | +18.8% |
| 3Y | +123.6% | +18.5% | +105.1% | +121.1% |
| 5Y | +138.7% | -13.8% | +152.6% | +134.6% |
| All | +138.7% | -14.9% | +153.6% | +134.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 5y: compounded portfolio wealth divided by compounded VEEV 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…
5y analysis · Full analysis span regression · 6 months rolling