+1,190.9%
VUG vs IAU
+751.7%
+439.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | 0.0% |
| 7D | +4.4% | -5.5% | +9.9% | +4.9% |
| 30D | -7.3% | -7.0% | -0.4% | -6.8% |
| 3M | -4.2% | -12.3% | +8.0% | -3.2% |
| 6M | -1.6% | -17.9% | +16.4% | 0.0% |
| YTD | +4.9% | -10.3% | +15.2% | +5.7% |
| 1Y | +3.8% | -7.9% | +11.7% | +4.4% |
| 3Y | +79.4% | +98.7% | -19.2% | +70.1% |
| 5Y | +63.9% | +105.0% | -41.1% | +54.5% |
| 10Y | +404.0% | +207.7% | +196.4% | +366.9% |
| All | +1,190.9% | +751.7% | +439.2% | +994.3% |
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