+23.3%
VZ vs IAU
+1.0%
+22.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +1.2% |
| 7D | +2.2% | +4.9% | -2.7% | +3.3% |
| 30D | +10.6% | -1.4% | +12.0% | +10.3% |
| 3M | -0.6% | -4.8% | +4.2% | -1.4% |
| 6M | +0.7% | -12.5% | +13.2% | -1.7% |
| YTD | +20.6% | -4.2% | +24.8% | +9.9% |
| All | +23.3% | +1.0% | +22.2% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling