+22.2%
MSFU vs OVV
+58.8%
-36.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -2.8% | +8.0% | -10.8% | -3.9% |
| 30D | -5.3% | -2.0% | -3.3% | -5.1% |
| 3M | +7.2% | +5.4% | +1.8% | +6.0% |
| 6M | +51.0% | +14.3% | +36.7% | +46.8% |
| YTD | -1.2% | +69.4% | -70.7% | -13.3% |
| 1Y | -10.3% | +72.4% | -82.7% | -21.9% |
| 3Y | +22.2% | +58.4% | -36.2% | +6.9% |
| All | +22.2% | +58.8% | -36.6% | +6.9% |
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 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