+29.6%
VG vs IAU
-14.2%
+43.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -1.2% |
| 7D | +1.7% | -0.5% | +2.2% | +1.4% |
| 30D | +16.0% | +4.4% | +11.6% | +22.0% |
| 3M | +9.7% | -1.1% | +10.8% | +6.8% |
| 6M | +29.6% | -13.7% | +43.3% | +11.4% |
| All | +29.6% | -14.2% | +43.8% | +11.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling