+219.7%
IAU vs VRSN
+299.1%
-79.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.5% |
| 7D | -2.0% | +0.2% | -2.2% | -2.0% |
| 30D | -1.5% | +3.8% | -5.3% | -1.6% |
| 3M | +3.3% | +5.0% | -1.7% | +3.1% |
| 6M | -16.2% | +24.9% | -41.1% | -17.0% |
| YTD | +0.7% | +21.6% | -20.9% | -0.2% |
| 1Y | +19.2% | +2.4% | +16.8% | +19.1% |
| 3Y | +124.4% | +47.3% | +77.1% | +119.5% |
| 5Y | +140.0% | +34.7% | +105.3% | +134.6% |
| All | +219.7% | +299.1% | -79.4% | +210.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling