+141.9%
IAU vs VRSN
+30.8%
+111.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.9% |
| 7D | +0.2% | -1.0% | +1.2% | +0.2% |
| 30D | +0.2% | -1.9% | +2.1% | +0.2% |
| 3M | +3.3% | +1.4% | +1.9% | +3.3% |
| 6M | -14.6% | +19.0% | -33.6% | -15.0% |
| YTD | +1.9% | +19.2% | -17.3% | +1.3% |
| 1Y | +20.9% | +1.7% | +19.2% | +21.1% |
| 3Y | +127.5% | +41.4% | +86.0% | +122.9% |
| 5Y | +141.9% | +31.7% | +110.3% | +134.3% |
| All | +141.9% | +30.8% | +111.2% | +134.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling