+80.5%
VTV vs IAU
+138.0%
-57.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | -2.1% | -3.4% | +1.3% | -1.7% |
| 30D | -1.3% | -1.1% | -0.2% | -1.2% |
| 3M | +5.6% | +5.8% | -0.2% | +4.9% |
| 6M | +12.4% | -16.9% | +29.3% | +14.5% |
| YTD | +17.6% | +0.1% | +17.5% | +17.1% |
| 1Y | +23.5% | +18.4% | +5.1% | +20.3% |
| 3Y | +67.0% | +123.6% | -56.6% | +46.6% |
| 5Y | +80.5% | +138.7% | -58.2% | +52.4% |
| All | +80.5% | +138.0% | -57.4% | +52.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling