+31.4%
VCIT vs IAU
+210.5%
-179.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.3% |
| 7D | -1.4% | -5.5% | +4.1% | -0.7% |
| 30D | +0.8% | -7.0% | +7.8% | +1.7% |
| 3M | -1.7% | -12.3% | +10.5% | -0.2% |
| 6M | -2.1% | -17.9% | +15.9% | +0.2% |
| YTD | -2.0% | -10.3% | +8.3% | -1.6% |
| 1Y | -1.5% | -7.9% | +6.4% | -1.4% |
| 3Y | +19.0% | +98.7% | -79.7% | +3.1% |
| 5Y | +3.8% | +105.0% | -101.3% | -11.1% |
| All | +31.4% | +210.5% | -179.1% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 10y: compounded portfolio wealth divided by compounded IAU 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…
10y analysis · Full analysis span regression · 6 months rolling