+597.6%
MSI vs VO
+197.9%
+399.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.6% |
| 7D | -1.8% | -2.5% | +0.7% | +0.2% |
| 30D | -0.6% | -3.2% | +2.6% | +1.9% |
| 3M | +13.0% | +3.9% | +9.1% | +9.3% |
| 6M | +0.5% | +9.6% | -9.1% | -7.0% |
| YTD | +21.7% | +11.6% | +10.1% | +10.8% |
| 1Y | -2.6% | +12.6% | -15.2% | -12.2% |
| 3Y | +69.7% | +55.4% | +14.3% | +15.0% |
| 5Y | +102.8% | +41.8% | +61.0% | +47.8% |
| All | +597.6% | +197.9% | +399.7% | +161.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling