-42.3%
MSTR vs VG
+47.2%
-89.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -7.7% | +12.8% | +4.8% |
| 7D | -1.8% | -16.4% | +14.6% | -2.4% |
| 30D | -13.3% | -10.8% | -2.5% | -13.6% |
| 3M | +46.0% | -6.3% | +52.3% | +45.3% |
| 6M | -22.4% | -12.5% | -9.9% | -22.7% |
| YTD | -6.2% | +76.9% | -83.1% | -24.8% |
| 1Y | -42.3% | +51.8% | -94.1% | -53.3% |
| All | -42.3% | +47.2% | -89.5% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling