+308.9%
MSTR vs VCIT
+19.1%
+289.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | -0.3% | +12.5% | +12.9% |
| 30D | +45.2% | -0.8% | +45.9% | +47.4% |
| 3M | +10.4% | -1.0% | +11.4% | +12.7% |
| 6M | -2.5% | -1.8% | -0.6% | +1.0% |
| YTD | -6.0% | -0.7% | -5.3% | -4.1% |
| 1Y | -56.4% | +1.0% | -57.4% | -56.4% |
| All | +308.9% | +19.1% | +289.8% | +261.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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