+159.7%
TRV vs IAU
+139.7%
+20.0%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.5% | +2.1% |
| 7D | +1.9% | -2.0% | +3.9% | +1.9% |
| 30D | +1.7% | -1.5% | +3.2% | +1.7% |
| 3M | +23.9% | +3.3% | +20.6% | +23.8% |
| 6M | +26.3% | -16.2% | +42.5% | +26.9% |
| YTD | +30.8% | +0.7% | +30.1% | +30.5% |
| 1Y | +36.3% | +19.2% | +17.1% | +34.7% |
| 3Y | +145.0% | +124.4% | +20.6% | +138.0% |
| All | +159.7% | +139.7% | +20.0% | +146.8% |
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