+474.5%
VRTX vs IAU
+208.6%
+265.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.1% |
| 7D | +3.2% | +2.8% | +0.4% | +2.8% |
| 30D | +7.4% | -4.0% | +11.4% | +8.1% |
| 3M | +4.6% | -8.2% | +12.8% | +6.0% |
| 6M | +27.5% | -14.8% | +42.2% | +30.6% |
| YTD | +20.9% | -6.7% | +27.5% | +22.1% |
| 1Y | +30.1% | -2.2% | +32.3% | +30.5% |
| 3Y | +46.6% | +106.7% | -60.1% | +27.6% |
| 5Y | +191.6% | +114.8% | +76.8% | +150.8% |
| 10Y | +474.5% | +213.0% | +261.6% | +350.8% |
| All | +474.5% | +208.6% | +265.9% | +350.8% |
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