+158.3%
VEA vs IAU
+450.2%
-291.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.3% | -4.6% | +6.9% | +3.2% |
| 30D | +0.2% | -5.4% | +5.6% | +1.3% |
| 3M | -5.3% | -10.9% | +5.5% | -3.2% |
| 6M | -0.9% | -17.4% | +16.4% | +2.8% |
| YTD | +12.2% | -10.2% | +22.4% | +14.3% |
| 1Y | +16.1% | -7.1% | +23.1% | +17.5% |
| 3Y | +73.0% | +97.7% | -24.7% | +52.0% |
| 5Y | +53.7% | +105.3% | -51.6% | +33.7% |
| 10Y | +159.3% | +208.0% | -48.7% | +111.3% |
| All | +158.3% | +450.2% | -291.9% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling