+72.6%
VZ vs IAU
+210.9%
-138.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.5% | -4.6% | +6.0% | +1.5% |
| 30D | +4.4% | -5.4% | +9.8% | +4.4% |
| 3M | -2.4% | -10.9% | +8.5% | -2.3% |
| 6M | +1.4% | -17.4% | +18.8% | +1.7% |
| YTD | +21.4% | -10.2% | +31.6% | +19.6% |
| 1Y | +20.3% | -7.1% | +27.3% | +18.1% |
| 3Y | +57.4% | +97.7% | -40.3% | +42.4% |
| 5Y | +21.9% | +105.3% | -83.4% | +9.6% |
| All | +72.6% | +210.9% | -138.3% | +56.2% |
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