+213.3%
IAU vs FTV
+89.3%
+123.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.7% |
| 7D | +0.7% | -0.4% | +1.1% | +0.7% |
| 30D | +0.3% | -8.3% | +8.6% | +0.5% |
| 3M | +0.7% | -7.4% | +8.1% | +0.8% |
| 6M | -15.5% | -1.2% | -14.3% | -15.5% |
| YTD | +1.0% | +2.7% | -1.7% | +0.9% |
| 1Y | +19.6% | +18.4% | +1.1% | +19.3% |
| 3Y | +125.4% | -2.0% | +127.5% | +125.3% |
| 5Y | +140.7% | +3.4% | +137.3% | +140.1% |
| 10Y | +218.1% | +78.5% | +139.6% | +211.3% |
| All | +213.3% | +89.3% | +123.9% | +206.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FTV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling