+57.7%
VZ vs IAU
+105.5%
-47.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.3% |
| 7D | +2.4% | +2.8% | -0.4% | +2.6% |
| 30D | +11.2% | -4.0% | +15.2% | +10.8% |
| 3M | 0.0% | -8.2% | +8.2% | -0.6% |
| 6M | +1.3% | -14.8% | +16.1% | +0.4% |
| YTD | +21.3% | -6.7% | +28.0% | +16.9% |
| 1Y | +23.9% | -2.2% | +26.2% | +19.0% |
| 3Y | +57.7% | +106.7% | -49.0% | +27.1% |
| All | +57.7% | +105.5% | -47.8% | +27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling