+42.7%
IAUX vs VT
+12.5%
+30.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -5.7% |
| 7D | +6.9% | -0.1% | +7.1% | +6.8% |
| 30D | -12.6% | -3.1% | -9.5% | -6.3% |
| 3M | -18.2% | -3.5% | -14.7% | -11.1% |
| 6M | -12.0% | +0.5% | -12.5% | -10.8% |
| YTD | -4.8% | +10.8% | -15.6% | -16.2% |
| 1Y | +42.7% | +11.9% | +30.8% | +24.3% |
| All | +42.7% | +12.5% | +30.2% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling