+24.1%
IAUG vs VOO
+41.3%
-17.2%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.4% |
| 7D | -0.6% | -0.9% | +0.3% | -0.3% |
| 30D | +1.0% | -2.3% | +3.3% | +1.8% |
| 3M | -1.5% | -1.2% | -0.3% | -1.1% |
| 6M | +2.4% | +3.3% | -0.9% | +1.0% |
| YTD | +6.8% | +12.3% | -5.5% | +1.8% |
| 1Y | +8.1% | +12.5% | -4.4% | +2.9% |
| All | +24.1% | +41.3% | -17.2% | +6.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling