+671.3%
MSI vs OVV
+51.8%
+619.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.5% | +1.2% |
| 7D | +7.7% | +1.2% | +6.5% | +7.5% |
| 30D | +19.9% | -2.5% | +22.4% | +20.1% |
| 3M | +14.9% | +0.5% | +14.4% | +14.7% |
| 6M | +37.2% | +8.5% | +28.8% | +35.6% |
| YTD | +40.8% | +64.5% | -23.7% | +32.7% |
| 1Y | +38.1% | +64.7% | -26.5% | +30.0% |
| 3Y | +77.7% | +54.1% | +23.6% | +66.1% |
| 5Y | +129.0% | +95.4% | +33.6% | +103.7% |
| 10Y | +671.3% | +54.9% | +616.3% | +467.7% |
| All | +671.3% | +51.8% | +619.4% | +467.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling