+874.6%
VTI vs IAU
+858.9%
+15.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.4% |
| 7D | +0.6% | +0.7% | -0.1% | +0.6% |
| 30D | -1.1% | +0.3% | -1.4% | -1.1% |
| 3M | +3.9% | +0.7% | +3.2% | +3.8% |
| 6M | +14.6% | -15.5% | +30.1% | +15.9% |
| YTD | +13.3% | +1.0% | +12.3% | +13.1% |
| 1Y | +19.2% | +19.6% | -0.4% | +17.6% |
| 3Y | +77.4% | +125.4% | -48.1% | +67.5% |
| 5Y | +74.0% | +140.7% | -66.7% | +63.3% |
| 10Y | +294.6% | +218.1% | +76.5% | +266.1% |
| All | +874.6% | +858.9% | +15.7% | +718.0% |
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 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