+811.0%
IAU vs OVV
+26.6%
+784.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.8% |
| 7D | +4.9% | -10.7% | +15.6% | +5.3% |
| 30D | -1.4% | -5.3% | +3.9% | -1.2% |
| 3M | -4.8% | +2.4% | -7.2% | -4.9% |
| 6M | -12.5% | +5.7% | -18.1% | -12.8% |
| YTD | -4.2% | +56.8% | -60.9% | -6.1% |
| 1Y | +3.1% | +59.3% | -56.2% | +0.9% |
| 3Y | +110.0% | +49.0% | +61.0% | +104.9% |
| 5Y | +123.1% | +88.1% | +34.9% | +113.7% |
| 10Y | +216.7% | +42.5% | +174.1% | +199.4% |
| All | +811.0% | +26.6% | +784.4% | +708.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling