-29.9%
IBIT vs OVV
+70.1%
-100.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.2% | -6.7% | -4.4% |
| 7D | -6.2% | +6.5% | -12.7% | -6.1% |
| 30D | -14.4% | -2.7% | -11.7% | -14.5% |
| 3M | +12.5% | +3.1% | +9.3% | +12.3% |
| 6M | -11.9% | +12.8% | -24.7% | -12.5% |
| YTD | -18.7% | +68.1% | -86.8% | -27.0% |
| 1Y | -29.9% | +73.6% | -103.6% | -37.3% |
| All | -29.9% | +70.1% | -100.0% | -37.3% |
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