+210.3%
IAU vs VO
+197.6%
+12.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.7% |
| 7D | -5.5% | +2.9% | -8.4% | -5.8% |
| 30D | -7.0% | +1.0% | -8.0% | -7.1% |
| 3M | -12.3% | -1.7% | -10.6% | -12.1% |
| 6M | -17.9% | +6.7% | -24.6% | -18.5% |
| YTD | -10.3% | +14.0% | -24.3% | -11.4% |
| 1Y | -7.9% | +13.7% | -21.6% | -9.0% |
| 3Y | +98.7% | +65.8% | +32.8% | +90.5% |
| 5Y | +105.0% | +36.6% | +68.4% | +97.9% |
| All | +210.3% | +197.6% | +12.7% | +196.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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