+5.6%
BTI vs OVV
+61.5%
-55.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -1.1% |
| 7D | -1.4% | +0.3% | -1.7% | -1.4% |
| 30D | -6.6% | +11.7% | -18.3% | -6.4% |
| 3M | -3.0% | +9.8% | -12.8% | -2.9% |
| 6M | -6.7% | +26.6% | -33.2% | -7.1% |
| YTD | +0.6% | +67.0% | -66.5% | -1.4% |
| 1Y | +5.6% | +55.9% | -50.3% | +2.9% |
| All | +5.6% | +61.5% | -55.9% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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