+75.7%
VTI vs IAU
+123.7%
-48.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | -0.9% | -2.0% | +1.1% | -0.6% |
| 30D | -1.4% | -1.5% | +0.1% | -1.3% |
| 3M | +3.6% | +3.3% | +0.3% | +3.1% |
| 6M | +13.6% | -16.2% | +29.8% | +15.4% |
| YTD | +12.9% | +0.7% | +12.3% | +12.7% |
| 1Y | +17.2% | +19.2% | -2.0% | +14.9% |
| 3Y | +75.7% | +124.4% | -48.7% | +56.0% |
| All | +75.7% | +123.7% | -48.0% | +56.0% |
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 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