-15.9%
IAUX price history and return analytics
+75.6%
-91.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | 0.0% |
| 7D | -2.2% | -1.1% | -1.1% | -0.9% |
| 30D | 0.0% | -1.0% | +1.0% | +1.4% |
| 3M | +21.5% | +3.2% | +18.4% | +17.8% |
| 6M | -3.8% | +12.5% | -16.3% | -14.7% |
| YTD | +19.9% | +14.1% | +5.8% | +5.1% |
| 1Y | +90.8% | +18.9% | +71.9% | +60.1% |
| 3Y | -5.9% | +74.1% | -80.0% | -47.6% |
| 5Y | -32.0% | +66.9% | -98.8% | -61.3% |
| All | -15.9% | +75.6% | -91.4% | -55.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling