-22.4%
MSTR vs VCIT
-1.7%
-20.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +3.0% |
| 7D | -1.8% | +0.4% | -2.2% | -3.4% |
| 30D | -13.3% | +2.2% | -15.5% | -20.7% |
| 3M | +46.0% | -1.8% | +47.8% | +62.7% |
| 6M | -22.4% | -1.6% | -20.8% | -14.4% |
| All | -22.4% | -1.7% | -20.7% | -14.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling