+2,035.0%
BTI vs OVV
+162.8%
+1,872.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.9% |
| 7D | -1.4% | +0.3% | -1.7% | -1.4% |
| 30D | -6.6% | +11.7% | -18.3% | -7.9% |
| 3M | -3.0% | +9.8% | -12.8% | -4.3% |
| 6M | -6.7% | +26.6% | -33.2% | -9.7% |
| YTD | +0.6% | +67.0% | -66.5% | -5.9% |
| 1Y | +5.6% | +55.9% | -50.3% | -0.7% |
| 3Y | +110.3% | +45.5% | +64.8% | +95.7% |
| 5Y | +114.3% | +157.3% | -43.1% | +79.8% |
| 10Y | +67.7% | +65.0% | +2.7% | +24.4% |
| All | +2,035.0% | +162.8% | +1,872.2% | +1,299.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling