+131.9%
BTI vs OVV
+58.9%
+73.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.3% |
| 7D | +1.6% | +8.0% | -6.4% | +1.0% |
| 30D | +9.2% | -2.0% | +11.3% | +9.3% |
| 3M | +9.6% | +5.4% | +4.2% | +9.0% |
| 6M | -2.4% | +14.3% | -16.7% | -3.8% |
| YTD | +14.2% | +69.4% | -55.2% | +8.6% |
| 1Y | +20.3% | +72.4% | -52.1% | +14.1% |
| 3Y | +147.4% | +58.4% | +89.0% | +133.1% |
| 5Y | +155.4% | +106.1% | +49.3% | +130.0% |
| All | +131.9% | +58.9% | +73.1% | +79.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling