+1,462.7%
MSTR vs VCIT
+98.3%
+1,364.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | -0.3% | +12.5% | +12.6% |
| 30D | +45.2% | -0.8% | +45.9% | +46.5% |
| 3M | +10.4% | -1.0% | +11.4% | +11.8% |
| 6M | -2.5% | -1.8% | -0.6% | -0.1% |
| YTD | -6.0% | -0.7% | -5.3% | -4.8% |
| 1Y | -56.4% | +1.0% | -57.4% | -56.6% |
| 3Y | +306.3% | +18.8% | +287.4% | +247.0% |
| 5Y | +100.5% | +3.5% | +97.0% | +75.7% |
| 10Y | +741.1% | +29.2% | +711.9% | +698.4% |
| All | +1,462.7% | +98.3% | +1,364.4% | +2,179.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling