+76.4%
VXUS vs IAU
+129.2%
-52.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +1.0% | -0.5% | +1.5% | +1.2% |
| 30D | +2.2% | +4.4% | -2.2% | +0.8% |
| 3M | +3.0% | -1.1% | +4.0% | +3.0% |
| 6M | +10.7% | -13.7% | +24.4% | +14.7% |
| YTD | +17.8% | +2.7% | +15.1% | +16.1% |
| 1Y | +27.6% | +24.6% | +2.9% | +18.4% |
| All | +76.4% | +129.2% | -52.8% | +37.4% |
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 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