-34.7%
IAUX vs VOO
+81.6%
-116.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.0% |
| 7D | +0.6% | -0.4% | +0.9% | +0.9% |
| 30D | +4.1% | -1.4% | +5.5% | +5.5% |
| 3M | +26.4% | +3.7% | +22.7% | +22.9% |
| 6M | 0.0% | +13.0% | -13.0% | -9.0% |
| YTD | +21.2% | +12.4% | +8.8% | +10.8% |
| 1Y | +108.7% | +18.6% | +90.1% | +82.9% |
| 3Y | -1.7% | +78.1% | -79.7% | -38.4% |
| 5Y | -34.7% | +82.3% | -117.0% | -61.7% |
| All | -34.7% | +81.6% | -116.3% | -61.7% |
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