+117.4%
IAUM vs VT
+66.5%
+50.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | -5.4% | +2.9% | -8.3% | -6.2% |
| 30D | -7.0% | -2.5% | -4.5% | -6.3% |
| 3M | -12.3% | -3.3% | -8.9% | -11.4% |
| 6M | -17.9% | +1.5% | -19.4% | -18.1% |
| YTD | -10.2% | +11.4% | -21.6% | -12.2% |
| 1Y | -7.7% | +11.9% | -19.7% | -9.8% |
| 3Y | +99.6% | +73.9% | +25.7% | +80.9% |
| 5Y | +106.9% | +57.9% | +49.0% | +84.7% |
| All | +117.4% | +66.5% | +50.9% | +93.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling