+61.6%
IBIT vs OVV
+57.2%
+4.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.9% | -2.2% | -4.6% |
| 7D | -5.9% | -14.9% | +9.0% | -3.3% |
| 30D | -11.3% | -0.9% | -10.3% | -11.4% |
| 3M | +17.1% | +5.6% | +11.5% | +15.1% |
| 6M | -7.0% | -2.5% | -4.5% | -7.5% |
| YTD | -13.3% | +57.8% | -71.2% | -24.1% |
| 1Y | -27.0% | +70.1% | -97.0% | -37.4% |
| All | +61.6% | +57.2% | +4.3% | +40.9% |
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