+21.2%
IGV vs IAU
+141.6%
-120.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | -3.0% | +0.2% | -3.2% | -3.1% |
| 3M | +9.6% | +3.3% | +6.3% | +9.0% |
| 6M | +16.1% | -14.6% | +30.7% | +18.4% |
| YTD | -3.6% | +1.9% | -5.5% | -4.5% |
| 1Y | -7.8% | +20.9% | -28.7% | -11.6% |
| 3Y | +40.0% | +127.5% | -87.5% | +15.1% |
| 5Y | +21.2% | +141.9% | -120.7% | -8.5% |
| All | +21.2% | +141.6% | -120.4% | -8.5% |
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