+1,216.9%
VST vs IAU
+240.4%
+976.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.8% |
| 7D | +8.9% | -0.5% | +9.4% | +9.0% |
| 30D | +6.2% | +4.4% | +1.8% | +4.9% |
| 3M | -2.7% | -1.1% | -1.7% | -2.6% |
| 6M | -8.4% | -13.7% | +5.4% | -5.2% |
| YTD | -7.2% | +2.7% | -9.9% | -8.5% |
| 1Y | -20.9% | +24.6% | -45.5% | -25.8% |
| 3Y | +384.0% | +126.8% | +257.1% | +293.8% |
| 5Y | +757.1% | +139.5% | +617.6% | +587.1% |
| All | +1,216.9% | +240.4% | +976.5% | +912.8% |
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