+69.7%
VT vs IAU
+104.9%
-35.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -4.9% | -4.2% |
| 7D | -4.2% | +1.9% | -6.1% | -4.6% |
| 30D | -5.8% | -1.7% | -4.1% | -5.5% |
| 3M | -5.2% | -3.6% | -1.7% | -4.6% |
| 6M | +0.1% | -10.1% | +10.3% | +2.0% |
| YTD | +8.2% | -5.1% | +13.4% | +8.9% |
| 1Y | +10.1% | +2.6% | +7.5% | +9.3% |
| All | +69.7% | +104.9% | -35.2% | +37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling