+30.2%
MSFU vs OVV
+45.7%
-15.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.4% | -3.9% |
| 7D | -5.7% | +0.3% | -6.0% | -5.8% |
| 30D | +4.2% | +11.7% | -7.6% | +2.3% |
| 3M | +27.9% | +9.8% | +18.1% | +25.7% |
| 6M | +37.1% | +26.6% | +10.6% | +30.2% |
| YTD | -7.4% | +67.0% | -74.4% | -17.5% |
| 1Y | -19.6% | +55.9% | -75.5% | -27.5% |
| All | +30.2% | +45.7% | -15.5% | +12.8% |
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