+24.9%
IAUG vs VT
+43.0%
-18.1%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.8% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +1.1% | -1.4% | +2.5% | +1.7% |
| 3M | -0.7% | -1.4% | +0.7% | -0.1% |
| 6M | +4.3% | +5.5% | -1.2% | +1.5% |
| YTD | +7.5% | +12.8% | -5.4% | +1.1% |
| 1Y | +10.2% | +15.4% | -5.2% | +2.5% |
| All | +24.9% | +43.0% | -18.1% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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