-24.1%
VST vs IAU
-6.5%
-17.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +1.7% |
| 7D | +19.2% | -5.5% | +24.6% | +21.2% |
| 30D | -17.2% | -7.0% | -10.2% | -15.0% |
| 3M | -8.1% | -12.3% | +4.1% | -4.0% |
| 6M | -8.1% | -17.9% | +9.8% | -2.7% |
| YTD | -16.3% | -10.3% | -5.9% | -13.6% |
| 1Y | -24.1% | -7.9% | -16.2% | -25.6% |
| All | -24.1% | -6.5% | -17.6% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling