+76.3%
MSFU vs ROIV
+974.8%
-898.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.5% | -5.7% | -4.4% |
| 7D | -5.7% | +0.6% | -6.3% | -5.8% |
| 30D | +4.2% | +1.0% | +3.2% | +3.9% |
| 3M | +27.9% | +18.3% | +9.6% | +24.4% |
| 6M | +37.1% | +18.3% | +18.8% | +33.0% |
| YTD | -7.4% | +61.0% | -68.3% | -14.2% |
| 1Y | -19.6% | +177.9% | -197.5% | -31.5% |
| 3Y | +33.2% | +199.1% | -165.9% | +10.4% |
| All | +76.3% | +974.8% | -898.4% | +15.2% |
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