+3,310.4%
V vs IAU
+299.3%
+3,011.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +2.2% | +4.7% | -2.6% | +2.3% |
| 30D | +13.6% | -0.9% | +14.5% | +13.5% |
| 3M | +14.3% | -4.4% | +18.7% | +14.1% |
| 6M | +33.1% | -13.5% | +46.6% | +32.5% |
| YTD | +21.2% | -5.9% | +27.1% | +21.2% |
| 1Y | +26.4% | +1.9% | +24.6% | +26.8% |
| 3Y | +77.6% | +104.1% | -26.5% | +82.5% |
| 5Y | +102.6% | +121.0% | -18.4% | +108.7% |
| 10Y | +464.4% | +204.1% | +260.3% | +496.7% |
| All | +3,310.4% | +299.3% | +3,011.0% | +3,430.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling