+5.7%
LVS vs IAU
+141.6%
-135.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.6% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | -4.7% | +0.2% | -4.9% | -4.7% |
| 3M | -15.6% | +3.3% | -18.8% | -15.8% |
| 6M | -18.6% | -14.6% | -4.1% | -17.8% |
| YTD | -32.3% | +1.9% | -34.1% | -32.5% |
| 1Y | -18.0% | +20.9% | -38.9% | -19.4% |
| 3Y | -5.8% | +127.5% | -133.3% | -14.3% |
| 5Y | +5.7% | +141.9% | -136.2% | -8.2% |
| All | +5.7% | +141.6% | -135.8% | -8.2% |
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