+60.9%
VEA vs IAU
+141.6%
-80.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | +0.4% | +0.2% | +0.2% | +0.3% |
| 3M | +4.8% | +3.3% | +1.5% | +3.5% |
| 6M | +11.3% | -14.6% | +25.8% | +16.2% |
| YTD | +17.4% | +1.9% | +15.5% | +15.6% |
| 1Y | +26.2% | +20.9% | +5.3% | +17.1% |
| 3Y | +77.7% | +127.5% | -49.7% | +30.3% |
| 5Y | +60.9% | +141.9% | -81.0% | +9.2% |
| All | +60.9% | +141.6% | -80.6% | +9.2% |
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