+97.7%
IAU vs VRSN
+53.7%
+44.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -4.6% | +1.4% | -6.0% | -4.5% |
| 30D | -5.4% | +3.9% | -9.3% | -5.3% |
| 3M | -10.9% | +9.3% | -20.2% | -10.6% |
| 6M | -17.4% | +6.7% | -24.0% | -17.1% |
| YTD | -10.2% | +30.0% | -40.3% | -9.7% |
| 1Y | -7.1% | +26.0% | -33.1% | -6.4% |
| 3Y | +97.7% | +53.1% | +44.6% | +95.0% |
| All | +97.7% | +53.7% | +44.0% | +95.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling