+3.5%
VCIT vs IAU
+120.1%
-116.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +0.1% | +4.7% | -4.6% | -0.4% |
| 30D | +1.9% | -0.9% | +2.8% | +2.0% |
| 3M | -1.4% | -4.4% | +2.9% | -1.0% |
| 6M | -2.1% | -13.5% | +11.4% | -0.7% |
| YTD | -1.6% | -5.9% | +4.3% | -2.0% |
| 1Y | -0.9% | +1.9% | -2.8% | -2.5% |
| 3Y | +20.0% | +104.1% | -84.1% | +0.2% |
| All | +3.5% | +120.1% | -116.7% | -17.0% |
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