-39.3%
VG vs IAU
+59.3%
-98.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.5% |
| 7D | +1.7% | -0.5% | +2.2% | +1.7% |
| 30D | +16.0% | +4.4% | +11.6% | +16.2% |
| 3M | +9.7% | -1.1% | +10.8% | +10.4% |
| 6M | +29.6% | -13.7% | +43.3% | +34.2% |
| YTD | +112.0% | +2.7% | +109.3% | +103.4% |
| 1Y | +12.8% | +24.6% | -11.8% | -2.4% |
| All | -39.3% | +59.3% | -98.6% | -67.3% |
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