+1,205.2%
VST vs IAU
+209.6%
+995.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +6.8% |
| 7D | -0.5% | +4.9% | -5.4% | -2.0% |
| 30D | -17.1% | -1.4% | -15.7% | -16.7% |
| 3M | -4.6% | -4.8% | +0.2% | -3.3% |
| 6M | -9.1% | -12.5% | +3.4% | -5.9% |
| YTD | -16.6% | -4.2% | -12.4% | -16.2% |
| 1Y | -29.5% | +3.1% | -32.6% | -30.5% |
| 3Y | +297.5% | +110.0% | +187.5% | +227.9% |
| 5Y | +654.5% | +123.1% | +531.5% | +512.4% |
| 10Y | +1,205.2% | +216.7% | +988.5% | +934.7% |
| All | +1,205.2% | +209.6% | +995.6% | +934.7% |
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