+2,545.5%
VRT vs IAU
+254.6%
+2,290.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.9% | -10.5% | -9.8% |
| 7D | +2.4% | +0.2% | +2.2% | +2.3% |
| 30D | -2.7% | +0.2% | -2.9% | -2.8% |
| 3M | -9.2% | +3.3% | -12.5% | -10.1% |
| 6M | -0.5% | -14.6% | +14.1% | +2.9% |
| YTD | +62.3% | +1.9% | +60.5% | +63.5% |
| 1Y | +109.6% | +20.9% | +88.7% | +106.0% |
| 3Y | +573.1% | +127.5% | +445.6% | +485.4% |
| 5Y | +953.6% | +141.9% | +811.7% | +773.6% |
| All | +2,545.5% | +254.6% | +2,290.9% | +2,110.9% |
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