-8.1%
MSFU vs OVV
+61.3%
-69.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.8% | -6.2% | -4.0% |
| 7D | +4.0% | -7.3% | +11.3% | +2.7% |
| 30D | -2.3% | -3.6% | +1.2% | -2.6% |
| 3M | +7.1% | -2.6% | +9.7% | +7.2% |
| 6M | +48.9% | +7.6% | +41.3% | +52.6% |
| YTD | +2.4% | +59.6% | -57.2% | +18.1% |
| 1Y | -8.1% | +62.2% | -70.3% | +6.3% |
| All | -8.1% | +61.3% | -69.4% | +6.3% |
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