+229.6%
IAU vs VEEV
+596.9%
-367.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +2.0% | -1.7% |
| 7D | +0.7% | -5.2% | +5.9% | +0.8% |
| 30D | +0.3% | +14.9% | -14.6% | +0.1% |
| 3M | +0.7% | +58.4% | -57.7% | -0.1% |
| 6M | -15.5% | +35.5% | -51.0% | -16.0% |
| YTD | +1.0% | +18.6% | -17.7% | +0.6% |
| 1Y | +19.6% | -6.3% | +25.9% | +19.7% |
| 3Y | +125.4% | +20.2% | +105.2% | +123.9% |
| 5Y | +140.7% | -13.8% | +154.5% | +139.2% |
| 10Y | +218.1% | +542.0% | -323.9% | +224.1% |
| All | +229.6% | +596.9% | -367.3% | +239.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling