+456.3%
VRTX vs IAU
+221.5%
+234.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.6% |
| 7D | -6.4% | +0.2% | -6.6% | -6.4% |
| 30D | -0.5% | +0.2% | -0.8% | -0.6% |
| 3M | +16.9% | +3.3% | +13.6% | +16.2% |
| 6M | +13.1% | -14.6% | +27.6% | +15.7% |
| YTD | +14.9% | +1.9% | +13.1% | +14.6% |
| 1Y | +31.4% | +20.9% | +10.6% | +27.6% |
| 3Y | +51.9% | +127.5% | -75.6% | +30.9% |
| 5Y | +177.1% | +141.9% | +35.1% | +135.0% |
| 10Y | +456.3% | +222.8% | +233.5% | +341.3% |
| All | +456.3% | +221.5% | +234.8% | +341.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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