+330.1%
IAU price history and return analytics
+357.6%
-27.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +1.5% |
| 7D | +4.9% | +0.4% | +4.5% | +4.8% |
| 30D | -1.4% | -2.6% | +1.2% | -1.1% |
| 3M | -4.8% | -3.2% | -1.5% | -4.4% |
| 6M | -12.5% | +0.9% | -13.4% | -12.5% |
| YTD | -4.2% | +11.3% | -15.5% | -5.2% |
| 1Y | +3.1% | +14.0% | -10.9% | +1.8% |
| 3Y | +110.0% | +75.8% | +34.1% | +98.9% |
| 5Y | +123.1% | +57.8% | +65.2% | +112.4% |
| 10Y | +216.7% | +219.8% | -3.1% | +183.4% |
| All | +330.1% | +357.6% | -27.6% | +215.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling