+717.1%
VLO vs IAU
+208.6%
+508.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +0.9% | -1.7% |
| 7D | -9.5% | +2.8% | -12.3% | -9.5% |
| 30D | -19.1% | -4.0% | -15.2% | -19.1% |
| 3M | +11.4% | -8.2% | +19.6% | +11.4% |
| 6M | +46.7% | -14.8% | +61.5% | +47.1% |
| YTD | +118.6% | -6.7% | +125.3% | +118.5% |
| 1Y | +99.9% | -2.2% | +102.1% | +99.5% |
| 3Y | +210.5% | +106.7% | +103.8% | +206.1% |
| 5Y | +432.7% | +114.8% | +317.9% | +421.5% |
| 10Y | +717.1% | +213.0% | +504.1% | +799.3% |
| All | +717.1% | +208.6% | +508.5% | +799.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling