+218.1%
IAU vs OVV
+54.2%
+163.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.7% |
| 7D | +0.7% | -3.7% | +4.5% | +0.8% |
| 30D | +0.3% | +8.0% | -7.7% | +0.3% |
| 3M | +0.7% | +11.3% | -10.6% | +0.6% |
| 6M | -15.5% | +24.0% | -39.5% | -15.7% |
| YTD | +1.0% | +65.3% | -64.4% | +0.5% |
| 1Y | +19.6% | +60.2% | -40.6% | +19.0% |
| 3Y | +125.4% | +46.9% | +78.5% | +124.3% |
| 5Y | +140.7% | +158.7% | -18.0% | +140.8% |
| 10Y | +218.1% | +50.8% | +167.3% | +224.0% |
| All | +218.1% | +54.2% | +163.9% | +224.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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