+161.1%
VEA vs IAU
+220.2%
-59.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +0.9% |
| 7D | -1.5% | -2.0% | +0.6% | -0.9% |
| 30D | -0.8% | -1.5% | +0.7% | -0.5% |
| 3M | +2.5% | +3.3% | -0.8% | +1.4% |
| 6M | +11.1% | -16.2% | +27.4% | +16.1% |
| YTD | +17.2% | +0.7% | +16.5% | +16.3% |
| 1Y | +24.5% | +19.2% | +5.3% | +17.9% |
| 3Y | +75.4% | +124.4% | -49.0% | +39.6% |
| 5Y | +61.1% | +140.0% | -78.9% | +24.7% |
| All | +161.1% | +220.2% | -59.1% | +93.1% |
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