-46.5%
MSTR vs VGT
+16.0%
-62.5%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | +0.1% |
| 7D | -13.4% | +2.5% | -15.9% | -16.8% |
| 30D | -22.1% | -9.5% | -12.6% | -8.8% |
| 3M | +15.0% | -9.5% | +24.5% | +35.8% |
| 6M | -37.3% | -1.8% | -35.5% | -36.8% |
| YTD | -26.5% | +18.4% | -44.9% | -49.9% |
| 1Y | -46.5% | +18.7% | -65.2% | -63.6% |
| All | -46.5% | +16.0% | -62.5% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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