+3.8%
VCIT vs IAU
+114.3%
-110.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | -0.4% |
| 7D | +0.1% | +2.8% | -2.7% | -0.2% |
| 30D | +1.1% | -4.0% | +5.1% | +1.5% |
| 3M | -1.4% | -8.2% | +6.8% | -0.5% |
| 6M | -2.3% | -14.8% | +12.5% | -0.7% |
| YTD | -1.8% | -6.7% | +4.9% | -2.1% |
| 1Y | -1.0% | -2.2% | +1.2% | -2.0% |
| 3Y | +19.3% | +106.7% | -87.5% | -1.0% |
| 5Y | +3.8% | +114.8% | -111.0% | -16.5% |
| All | +3.8% | +114.3% | -110.5% | -16.5% |
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 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