+138.7%
IAU vs VOO
+80.3%
+58.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -3.4% | -2.0% | -1.4% | -3.0% |
| 30D | -1.1% | -1.7% | +0.6% | -0.8% |
| 3M | +5.8% | +4.7% | +1.1% | +5.1% |
| 6M | -16.9% | +12.6% | -29.5% | -18.2% |
| YTD | +0.1% | +11.8% | -11.6% | -1.4% |
| 1Y | +18.4% | +17.5% | +0.9% | +16.1% |
| 3Y | +123.6% | +77.0% | +46.6% | +110.0% |
| 5Y | +138.7% | +82.6% | +56.2% | +120.8% |
| All | +138.7% | +80.3% | +58.4% | +120.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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