+2,723.0%
VRT vs IAU
+257.6%
+2,465.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.6% |
| 7D | +9.1% | -0.5% | +9.6% | +9.3% |
| 30D | +0.9% | +4.4% | -3.5% | -0.3% |
| 3M | -13.4% | -1.1% | -12.3% | -13.2% |
| 6M | +11.7% | -13.7% | +25.4% | +15.2% |
| YTD | +73.2% | +2.7% | +70.5% | +74.1% |
| 1Y | +123.4% | +24.6% | +98.8% | +118.6% |
| 3Y | +606.2% | +126.8% | +479.3% | +514.5% |
| 5Y | +899.9% | +139.5% | +760.4% | +730.9% |
| All | +2,723.0% | +257.6% | +2,465.5% | +2,255.0% |
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