+8.0%
V vs IAU
+18.8%
-10.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.8% |
| 7D | -1.1% | +0.7% | -1.8% | -1.0% |
| 30D | +1.9% | +0.3% | +1.6% | +1.9% |
| 3M | +15.5% | +0.7% | +14.8% | +15.8% |
| 6M | +16.6% | -15.5% | +32.1% | +17.0% |
| YTD | +5.7% | +1.0% | +4.8% | +6.3% |
| All | +8.0% | +18.8% | -10.8% | +5.4% |
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