+2,010.2%
VRT vs IAU
+212.1%
+1,798.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +2.3% |
| 7D | +18.6% | -5.5% | +24.1% | +20.5% |
| 30D | -11.7% | -7.0% | -4.7% | -9.9% |
| 3M | -27.3% | -12.3% | -15.0% | -24.6% |
| 6M | -42.9% | -17.9% | -24.9% | -39.8% |
| YTD | +29.5% | -10.3% | +39.8% | +35.2% |
| 1Y | +21.0% | -7.9% | +29.0% | +25.8% |
| 3Y | +403.1% | +98.7% | +304.5% | +354.6% |
| 5Y | +688.8% | +105.0% | +583.8% | +583.8% |
| All | +2,010.2% | +212.1% | +1,798.0% | +1,728.2% |
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