+7.5%
IAUI vs VOO
+28.4%
-20.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -3.5% | +2.6% | -6.0% | -4.8% |
| 30D | -4.9% | -2.0% | -2.9% | -3.9% |
| 3M | -9.7% | -2.8% | -7.0% | -8.3% |
| 6M | -16.0% | +2.2% | -18.2% | -16.9% |
| YTD | -10.8% | +11.5% | -22.4% | -15.2% |
| 1Y | -7.6% | +13.5% | -21.1% | -12.1% |
| All | +7.5% | +28.4% | -20.9% | +7.6% |
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