+648.6%
VTV vs IAU
+875.8%
-227.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.2% |
| 7D | +0.5% | -0.5% | +1.0% | +0.5% |
| 30D | +1.1% | +4.4% | -3.3% | +0.8% |
| 3M | +5.9% | -1.1% | +6.9% | +5.9% |
| 6M | +11.6% | -13.7% | +25.4% | +12.4% |
| YTD | +19.8% | +2.7% | +17.1% | +19.5% |
| 1Y | +26.2% | +24.6% | +1.6% | +24.7% |
| 3Y | +68.5% | +126.8% | -58.4% | +61.3% |
| 5Y | +79.9% | +139.5% | -59.6% | +71.5% |
| 10Y | +229.7% | +226.3% | +3.4% | +211.1% |
| All | +648.6% | +875.8% | -227.2% | +524.6% |
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