+306.5%
IVV vs IAU
+208.2%
+98.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | -2.7% | +4.7% | -7.4% | -3.3% |
| 30D | -5.4% | -0.9% | -4.5% | -5.3% |
| 3M | -4.1% | -4.4% | +0.3% | -3.6% |
| 6M | +0.7% | -13.5% | +14.2% | +2.3% |
| YTD | +8.7% | -5.9% | +14.6% | +9.2% |
| 1Y | +11.0% | +1.9% | +9.1% | +10.5% |
| 3Y | +75.4% | +104.1% | -28.6% | +59.5% |
| 5Y | +68.3% | +121.0% | -52.7% | +50.1% |
| All | +306.5% | +208.2% | +98.3% | +278.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling