-49.3%
MSTR vs VG
+45.2%
-94.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.0% | -5.3% | -9.4% |
| 7D | -8.7% | -22.0% | +13.3% | -9.5% |
| 30D | -21.4% | -14.7% | -6.7% | -21.8% |
| 3M | +31.4% | -7.1% | +38.5% | +30.6% |
| 6M | -30.8% | -11.2% | -19.7% | -31.4% |
| YTD | -14.9% | +69.8% | -84.7% | -32.5% |
| 1Y | -49.3% | +49.9% | -99.2% | -59.5% |
| All | -49.3% | +45.2% | -94.5% | -59.5% |
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