-4.8%
IAUX vs VOO
+77.0%
-81.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.1% |
| 7D | +0.6% | -0.4% | +0.9% | +1.0% |
| 30D | +4.1% | -1.4% | +5.5% | +5.8% |
| 3M | +26.4% | +3.7% | +22.7% | +22.3% |
| 6M | 0.0% | +13.0% | -13.0% | -10.0% |
| YTD | +21.2% | +12.4% | +8.8% | +9.6% |
| 1Y | +108.7% | +18.6% | +90.1% | +80.7% |
| All | -4.8% | +77.0% | -81.8% | -43.6% |
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 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