+876.7%
IAU vs VSH
+299.2%
+577.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.4% | -5.3% | -1.0% |
| 7D | -0.5% | +4.1% | -4.6% | -0.6% |
| 30D | +4.4% | -4.2% | +8.6% | +4.5% |
| 3M | -1.1% | -50.0% | +48.9% | +0.6% |
| 6M | -13.7% | +80.2% | -93.9% | -15.2% |
| YTD | +2.7% | +121.1% | -118.4% | +0.4% |
| 1Y | +24.6% | +112.0% | -87.4% | +21.9% |
| 3Y | +126.8% | +22.5% | +104.3% | +123.6% |
| 5Y | +139.5% | +64.0% | +75.4% | +134.0% |
| 10Y | +226.3% | +170.4% | +55.9% | +213.1% |
| All | +876.7% | +299.2% | +577.5% | +809.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling