+140.7%
IAU price history and return analytics
+66.2%
+74.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | +0.7% | +1.0% | -0.3% | +0.5% |
| 30D | +0.3% | -0.2% | +0.6% | +0.4% |
| 3M | +0.7% | +4.5% | -3.8% | -0.4% |
| 6M | -15.5% | +14.1% | -29.6% | -18.1% |
| YTD | +1.0% | +14.8% | -13.8% | -2.1% |
| 1Y | +19.6% | +21.2% | -1.6% | +14.8% |
| 3Y | +125.4% | +76.6% | +48.9% | +102.6% |
| 5Y | +140.7% | +66.6% | +74.2% | +110.1% |
| All | +140.7% | +66.2% | +74.5% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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