+20.7%
IAUI vs VT
+31.9%
-11.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.1% | +0.4% | -0.5% | -0.4% |
| 30D | +3.4% | +1.0% | +2.4% | +2.7% |
| 3M | -2.1% | +2.4% | -4.5% | -3.7% |
| 6M | -12.3% | +12.0% | -24.3% | -18.2% |
| YTD | +0.1% | +15.3% | -15.2% | -6.9% |
| 1Y | +14.8% | +22.6% | -7.8% | +7.2% |
| All | +20.7% | +31.9% | -11.2% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling