-59.6%
MSTR vs VG
-39.3%
-20.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +12.2% | +1.7% | +10.5% | +11.8% |
| 30D | +45.2% | +16.0% | +29.2% | +41.7% |
| 3M | +10.4% | +9.7% | +0.7% | +7.6% |
| 6M | -2.5% | +29.6% | -32.1% | -12.2% |
| YTD | -6.0% | +112.0% | -118.0% | -25.7% |
| 1Y | -56.4% | +12.8% | -69.2% | -60.6% |
| All | -59.6% | -39.3% | -20.3% | -61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling