+376.8%
V vs IAU
+216.4%
+160.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.7% |
| 7D | -1.1% | +0.7% | -1.8% | -1.1% |
| 30D | +1.9% | +0.3% | +1.6% | +1.9% |
| 3M | +15.5% | +0.7% | +14.8% | +15.6% |
| 6M | +16.6% | -15.5% | +32.1% | +17.4% |
| YTD | +5.7% | +1.0% | +4.8% | +5.6% |
| 1Y | +8.6% | +19.6% | -11.0% | +7.4% |
| 3Y | +52.5% | +125.4% | -72.9% | +44.2% |
| 5Y | +67.1% | +140.7% | -73.6% | +55.9% |
| 10Y | +376.8% | +218.1% | +158.7% | +349.6% |
| All | +376.8% | +216.4% | +160.4% | +349.6% |
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 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