+31.8%
CVS vs IAU
+141.6%
-109.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.7% |
| 7D | -1.9% | +0.2% | -2.1% | -1.9% |
| 30D | -0.3% | +0.2% | -0.5% | -0.3% |
| 3M | -1.1% | +3.3% | -4.4% | -0.9% |
| 6M | +23.7% | -14.6% | +38.3% | +23.3% |
| YTD | +23.0% | +1.9% | +21.1% | +24.0% |
| 1Y | +37.2% | +20.9% | +16.3% | +40.1% |
| 3Y | +62.4% | +127.5% | -65.0% | +67.4% |
| 5Y | +31.8% | +141.9% | -110.1% | +35.7% |
| All | +31.8% | +141.6% | -109.8% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling