+113.6%
BTI vs OVV
+153.1%
-39.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.3% |
| 7D | -1.4% | -3.7% | +2.3% | -1.1% |
| 30D | -7.0% | +8.0% | -15.0% | -7.6% |
| 3M | -6.3% | +11.3% | -17.6% | -7.2% |
| 6M | -2.0% | +24.0% | -26.0% | -4.0% |
| YTD | +0.2% | +65.3% | -65.1% | -4.3% |
| 1Y | +3.8% | +60.2% | -56.4% | -0.8% |
| 3Y | +112.1% | +46.9% | +65.1% | +101.3% |
| 5Y | +113.6% | +158.7% | -45.1% | +78.0% |
| All | +113.6% | +153.1% | -39.5% | +78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling