+76.6%
MSI vs VO
+65.0%
+11.6%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +1.2% |
| 7D | +8.3% | -0.1% | +8.5% | +8.3% |
| 30D | +18.9% | +0.5% | +18.4% | +18.3% |
| 3M | +13.2% | -1.0% | +14.2% | +13.6% |
| 6M | +38.3% | +6.4% | +31.8% | +33.2% |
| YTD | +38.9% | +13.6% | +25.3% | +28.8% |
| 1Y | +36.7% | +14.5% | +22.2% | +26.1% |
| 3Y | +76.6% | +67.2% | +9.3% | +37.8% |
| All | +76.6% | +65.0% | +11.6% | +37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling