+4.1%
VCIT vs IAU
+105.6%
-101.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -1.4% | -4.6% | +3.2% | -0.9% |
| 30D | +0.6% | -5.4% | +6.0% | +1.1% |
| 3M | -2.2% | -10.9% | +8.7% | -1.1% |
| 6M | -2.3% | -17.4% | +15.0% | -0.4% |
| YTD | -2.2% | -10.2% | +8.0% | -2.0% |
| 1Y | -1.4% | -7.1% | +5.7% | -1.8% |
| 3Y | +18.7% | +97.7% | -79.0% | -0.8% |
| All | +4.1% | +105.6% | -101.5% | -15.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling