+11.7%
IVV vs IAU
+1.0%
+10.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.5% | +2.0% |
| 7D | +0.1% | +4.9% | -4.8% | -0.8% |
| 30D | -3.3% | -1.4% | -1.9% | -3.1% |
| 3M | -2.4% | -4.8% | +2.4% | -1.7% |
| 6M | +2.6% | -12.5% | +15.1% | +4.3% |
| YTD | +11.3% | -4.2% | +15.5% | +11.6% |
| All | +11.7% | +1.0% | +10.7% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling