+85.8%
MSFU vs ROIV
+1,187.7%
-1,101.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.6% | -6.4% | -5.0% |
| 7D | -12.7% | +9.5% | -22.1% | -13.8% |
| 30D | -9.0% | +21.0% | -30.0% | -11.4% |
| 3M | +2.9% | +18.7% | -15.8% | 0.0% |
| 6M | +43.5% | +44.5% | -1.0% | +34.9% |
| YTD | -2.4% | +92.9% | -95.3% | -12.3% |
| 1Y | -13.5% | +100.2% | -113.7% | -22.7% |
| 3Y | +19.2% | +375.0% | -355.8% | -5.6% |
| All | +85.8% | +1,187.7% | -1,101.9% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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