+120.4%
MSTR vs VCIT
+4.1%
+116.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | -0.3% | +12.5% | +13.2% |
| 30D | +45.2% | -0.8% | +45.9% | +48.3% |
| 3M | +10.4% | -1.0% | +11.4% | +13.7% |
| 6M | -2.5% | -1.8% | -0.6% | +3.1% |
| YTD | -6.0% | -0.7% | -5.3% | -3.5% |
| 1Y | -56.4% | +1.0% | -57.4% | -57.0% |
| 3Y | +306.3% | +18.8% | +287.4% | +163.4% |
| All | +120.4% | +4.1% | +116.3% | +59.8% |
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 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