+1,286.2%
IGV vs IAU
+875.8%
+410.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.2% |
| 7D | -4.5% | -0.5% | -4.0% | -4.5% |
| 30D | +3.2% | +4.4% | -1.2% | +2.9% |
| 3M | +4.5% | -1.1% | +5.6% | +4.6% |
| 6M | +22.1% | -13.7% | +35.8% | +23.1% |
| YTD | -1.0% | +2.7% | -3.8% | -1.3% |
| 1Y | -2.1% | +24.6% | -26.7% | -3.5% |
| 3Y | +44.6% | +126.8% | -82.3% | +37.3% |
| 5Y | +22.2% | +139.5% | -117.3% | +15.4% |
| 10Y | +364.7% | +226.3% | +138.5% | +338.1% |
| All | +1,286.2% | +875.8% | +410.4% | +1,213.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling