-13.9%
IAUX vs VT
+77.5%
-91.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.2% | +0.4% | -3.7% | -3.7% |
| 30D | +18.5% | +1.0% | +17.6% | +17.3% |
| 3M | +13.3% | +2.4% | +10.9% | +11.1% |
| 6M | -1.6% | +12.0% | -13.7% | -12.5% |
| YTD | +22.6% | +15.3% | +7.3% | +6.0% |
| 1Y | +129.2% | +22.6% | +106.6% | +85.7% |
| 3Y | -9.1% | +74.7% | -83.8% | -49.7% |
| 5Y | -16.4% | +66.1% | -82.5% | -51.9% |
| All | -13.9% | +77.5% | -91.5% | -55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling