-8.1%
MSFU vs ROIV
+104.3%
-112.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.5% |
| 7D | +4.0% | +14.3% | -10.2% | +2.0% |
| 30D | -2.3% | +16.2% | -18.5% | -4.5% |
| 3M | +7.1% | +15.1% | -8.0% | +4.5% |
| 6M | +48.9% | +44.2% | +4.7% | +38.3% |
| YTD | +2.4% | +89.8% | -87.4% | -9.8% |
| 1Y | -8.1% | +94.6% | -102.7% | -20.6% |
| All | -8.1% | +104.3% | -112.4% | -20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling