+72.2%
V vs IAU
+141.6%
-69.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.1% | -1.0% |
| 7D | -1.7% | -0.5% | -1.2% | -1.7% |
| 30D | +2.0% | +4.4% | -2.5% | +2.0% |
| 3M | +17.4% | -1.1% | +18.4% | +17.5% |
| 6M | +17.5% | -13.7% | +31.2% | +18.0% |
| YTD | +7.6% | +2.7% | +4.9% | +7.7% |
| 1Y | +7.7% | +24.6% | -16.9% | +7.1% |
| 3Y | +54.7% | +126.8% | -72.2% | +48.4% |
| All | +72.2% | +141.6% | -69.5% | +58.3% |
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