+172.5%
VEA vs IAU
+518.7%
-346.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | +1.9% | +0.7% | +1.1% | +1.7% |
| 30D | +0.8% | +0.3% | +0.4% | +0.7% |
| 3M | +5.7% | +0.7% | +5.0% | +5.4% |
| 6M | +13.3% | -15.5% | +28.8% | +16.8% |
| YTD | +18.4% | +1.0% | +17.4% | +17.8% |
| 1Y | +27.0% | +19.6% | +7.4% | +22.3% |
| 3Y | +79.3% | +125.4% | -46.2% | +53.5% |
| 5Y | +62.1% | +140.7% | -78.6% | +36.8% |
| 10Y | +160.3% | +218.1% | -57.9% | +109.8% |
| All | +172.5% | +518.7% | -346.1% | +61.7% |
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