+110.0%
IAU vs OVV
+46.2%
+63.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.8% |
| 7D | +4.9% | -10.7% | +15.6% | +5.2% |
| 30D | -1.4% | -5.3% | +3.9% | -1.4% |
| 3M | -4.8% | +2.4% | -7.2% | -5.0% |
| 6M | -12.5% | +5.7% | -18.1% | -12.9% |
| YTD | -4.2% | +56.8% | -60.9% | -7.2% |
| 1Y | +3.1% | +59.3% | -56.2% | -0.3% |
| 3Y | +110.0% | +49.0% | +61.0% | +100.3% |
| All | +110.0% | +46.2% | +63.7% | +100.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling