-46.5%
MSTR vs VG
+63.8%
-110.2%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.5% |
| 7D | -13.4% | +14.0% | -27.4% | -12.9% |
| 30D | -22.1% | -1.0% | -21.1% | -22.0% |
| 3M | +15.0% | -2.7% | +17.7% | +14.8% |
| 6M | -37.3% | +1.5% | -38.8% | -37.5% |
| YTD | -26.5% | +93.7% | -120.2% | -42.4% |
| 1Y | -46.5% | +68.5% | -115.0% | -57.3% |
| All | -46.5% | +63.8% | -110.2% | -57.3% |
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