+35.7%
MSFU vs ROIV
+351.4%
-315.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.6% | +0.8% | +4.4% |
| 7D | +14.6% | +13.3% | +1.3% | +11.4% |
| 30D | +2.1% | +14.8% | -12.6% | -1.0% |
| 3M | +14.7% | +11.9% | +2.7% | +10.9% |
| 6M | +55.7% | +42.4% | +13.3% | +40.2% |
| YTD | +7.1% | +87.4% | -80.3% | -11.2% |
| 1Y | -0.5% | +97.2% | -97.7% | -19.1% |
| 3Y | +35.7% | +375.7% | -339.9% | -15.0% |
| All | +35.7% | +351.4% | -315.6% | -15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling