+22.4%
VZ vs IAU
+106.1%
-83.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | -0.2% |
| 7D | +0.9% | -5.5% | +6.4% | +0.8% |
| 30D | +6.9% | -7.0% | +13.9% | +6.8% |
| 3M | +0.6% | -12.3% | +12.9% | +0.5% |
| 6M | +0.3% | -17.9% | +18.3% | +0.3% |
| YTD | +21.9% | -10.3% | +32.2% | +18.5% |
| 1Y | +21.7% | -7.9% | +29.6% | +17.8% |
| 3Y | +58.5% | +98.7% | -40.2% | +31.5% |
| 5Y | +22.4% | +105.0% | -82.6% | -1.9% |
| All | +22.4% | +106.1% | -83.6% | -1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling