+61.0%
IBIT vs OVV
+56.2%
+4.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -1.1% | -16.7% | +15.6% | +1.9% |
| 30D | -9.2% | -1.5% | -7.7% | -9.3% |
| 3M | +17.5% | +1.6% | +15.9% | +16.4% |
| 6M | -7.2% | +2.0% | -9.2% | -8.5% |
| YTD | -13.6% | +56.8% | -70.4% | -24.3% |
| 1Y | -25.1% | +64.8% | -90.0% | -35.3% |
| All | +61.0% | +56.2% | +4.8% | +40.5% |
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