+304.5%
MSTR vs VGT
+127.4%
+177.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.9% |
| 7D | +12.2% | +1.0% | +11.2% | +10.9% |
| 30D | +45.2% | +1.3% | +43.9% | +43.3% |
| 3M | +10.4% | -1.1% | +11.5% | +12.5% |
| 6M | -2.5% | +32.6% | -35.1% | -38.6% |
| YTD | -6.0% | +29.0% | -35.0% | -37.2% |
| 1Y | -56.4% | +39.7% | -96.1% | -74.1% |
| All | +304.5% | +127.4% | +177.1% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling