+975.6%
MSI vs VO
+827.2%
+148.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.7% |
| 7D | -3.7% | -0.3% | -3.4% | -3.5% |
| 30D | +6.8% | -0.3% | +7.2% | +7.0% |
| 3M | +14.3% | +2.9% | +11.4% | +11.0% |
| 6M | -1.3% | +9.3% | -10.7% | -9.5% |
| YTD | +23.1% | +14.2% | +8.9% | +8.2% |
| 1Y | -0.8% | +15.3% | -16.1% | -13.9% |
| 3Y | +70.9% | +56.2% | +14.7% | +9.6% |
| 5Y | +103.3% | +42.4% | +60.9% | +40.9% |
| 10Y | +599.2% | +194.7% | +404.5% | +132.6% |
| All | +975.6% | +827.2% | +148.3% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded VO 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling