-44.6%
VG vs IAU
+39.2%
-83.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +14.0% | -4.6% | +18.5% | +13.3% |
| 30D | -1.0% | -5.4% | +4.5% | -1.3% |
| 3M | -2.7% | -10.9% | +8.2% | -3.3% |
| 6M | +1.5% | -17.4% | +18.8% | +1.6% |
| YTD | +93.7% | -10.2% | +103.9% | +84.5% |
| 1Y | +68.5% | -7.1% | +75.6% | +57.9% |
| All | -44.6% | +39.2% | -83.8% | -70.4% |
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