+72.2%
MSFU vs OVV
+41.1%
+31.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.1% |
| 7D | -3.2% | -3.7% | +0.6% | -2.5% |
| 30D | -3.1% | +8.0% | -11.1% | -4.6% |
| 3M | +35.3% | +11.3% | +24.0% | +32.2% |
| 6M | +31.6% | +24.0% | +7.6% | +24.9% |
| YTD | -9.5% | +65.3% | -74.8% | -19.6% |
| 1Y | -18.4% | +60.2% | -78.6% | -27.5% |
| 3Y | +26.9% | +46.9% | -20.0% | +10.8% |
| All | +72.2% | +41.1% | +31.2% | +52.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling