+49.9%
MSTR vs VCIT
+3.2%
+46.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | 0.0% |
| 7D | -1.2% | +0.1% | -1.3% | -1.5% |
| 30D | -15.9% | +1.9% | -17.9% | -20.1% |
| 3M | +33.1% | -1.4% | +34.6% | +38.3% |
| 6M | -31.0% | -2.1% | -28.9% | -26.8% |
| YTD | -15.1% | -1.6% | -13.5% | -10.8% |
| 1Y | -45.6% | -0.9% | -44.7% | -43.9% |
| 3Y | +180.5% | +20.0% | +160.5% | +74.1% |
| All | +49.9% | +3.2% | +46.7% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling