-51.4%
VG vs IAU
+45.9%
-97.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | 0.0% |
| 7D | -22.0% | +4.7% | -26.8% | -21.6% |
| 30D | -11.6% | -0.9% | -10.8% | -11.5% |
| 3M | -14.9% | -4.4% | -10.5% | -14.9% |
| 6M | -3.5% | -13.5% | +10.0% | -2.9% |
| YTD | +70.0% | -5.9% | +75.9% | +62.8% |
| 1Y | +50.0% | +1.9% | +48.1% | +39.1% |
| All | -51.4% | +45.9% | -97.3% | -73.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling