+58.9%
IBIT vs OVV
+56.2%
+2.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.4% | -10.7% | +8.4% | -0.5% |
| 30D | -9.1% | -5.3% | -3.8% | -8.5% |
| 3M | +15.0% | +2.4% | +12.6% | +13.7% |
| 6M | -6.9% | +5.7% | -12.5% | -8.9% |
| YTD | -14.8% | +56.8% | -71.5% | -25.2% |
| 1Y | -28.1% | +59.3% | -87.4% | -37.4% |
| All | +58.9% | +56.2% | +2.7% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling