-29.7%
IBIT vs OVV
+58.4%
-88.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.4% | -10.7% | +8.4% | -2.6% |
| 30D | -9.1% | -5.3% | -3.8% | -9.3% |
| 3M | +15.0% | +2.4% | +12.6% | +14.5% |
| 6M | -6.9% | +5.7% | -12.5% | -7.7% |
| YTD | -14.8% | +56.8% | -71.5% | -23.3% |
| All | -29.7% | +58.4% | -88.1% | -36.8% |
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