+876.7%
IAU vs VO
+714.8%
+161.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -0.5% | -0.3% | -0.2% | -0.5% |
| 30D | +4.4% | -0.3% | +4.8% | +4.5% |
| 3M | -1.1% | +2.9% | -4.0% | -1.3% |
| 6M | -13.7% | +9.3% | -23.1% | -14.3% |
| YTD | +2.7% | +14.2% | -11.5% | +1.8% |
| 1Y | +24.6% | +15.3% | +9.4% | +23.4% |
| 3Y | +126.8% | +56.2% | +70.6% | +120.1% |
| 5Y | +139.5% | +42.4% | +97.0% | +132.9% |
| 10Y | +226.3% | +194.7% | +31.5% | +203.4% |
| All | +876.7% | +714.8% | +161.9% | +722.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling