+24.6%
IAU vs VSH
+118.1%
-93.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.4% | -5.3% | -1.2% |
| 7D | -0.5% | +4.1% | -4.6% | -0.9% |
| 30D | +4.4% | -4.2% | +8.6% | +4.7% |
| 3M | -1.1% | -50.0% | +48.9% | +4.9% |
| 6M | -13.7% | +80.2% | -93.9% | -21.2% |
| YTD | +2.7% | +121.1% | -118.4% | -8.4% |
| 1Y | +24.6% | +112.0% | -87.4% | +12.7% |
| All | +24.6% | +118.1% | -93.5% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling