+370.7%
VZ vs IAU
+875.8%
-505.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.9% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +7.9% | +4.4% | +3.5% | +7.9% |
| 3M | +13.6% | -1.1% | +14.7% | +13.7% |
| 6M | +1.1% | -13.7% | +14.8% | +1.3% |
| YTD | +29.3% | +2.7% | +26.6% | +28.7% |
| 1Y | +21.2% | +24.6% | -3.4% | +20.0% |
| 3Y | +75.9% | +126.8% | -51.0% | +71.4% |
| 5Y | +24.1% | +139.5% | -115.4% | +20.7% |
| 10Y | +62.4% | +226.3% | -163.9% | +58.0% |
| All | +370.7% | +875.8% | -505.0% | +341.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling