-44.9%
IAUX vs VT
+53.2%
-98.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.6% | +3.7% |
| 7D | -7.5% | -4.2% | -3.3% | -2.4% |
| 30D | -15.5% | -5.8% | -9.7% | -8.8% |
| 3M | -9.9% | -5.2% | -4.7% | -3.1% |
| 6M | -6.8% | +0.1% | -7.0% | -5.0% |
| YTD | -6.8% | +8.2% | -15.1% | -12.4% |
| 1Y | +52.8% | +10.1% | +42.7% | +41.3% |
| 3Y | -6.8% | +69.7% | -76.5% | -45.4% |
| 5Y | -44.9% | +53.4% | -98.3% | -66.5% |
| All | -44.9% | +53.2% | -98.1% | -66.5% |
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