+2,522.2%
VGT vs IAU
+875.8%
+1,646.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.4% |
| 7D | +1.0% | -0.5% | +1.5% | +1.0% |
| 30D | +1.3% | +4.4% | -3.1% | +0.9% |
| 3M | -1.1% | -1.1% | -0.1% | -1.1% |
| 6M | +32.6% | -13.7% | +46.3% | +33.7% |
| YTD | +29.0% | +2.7% | +26.3% | +28.7% |
| 1Y | +39.7% | +24.6% | +15.1% | +37.9% |
| 3Y | +120.9% | +126.8% | -5.9% | +110.8% |
| 5Y | +133.6% | +139.5% | -5.9% | +121.7% |
| 10Y | +792.6% | +226.3% | +566.3% | +745.1% |
| All | +2,522.2% | +875.8% | +1,646.4% | +2,254.4% |
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 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