+113.8%
MSTR vs VGT
+133.4%
-19.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.1% |
| 7D | +9.3% | +1.8% | +7.5% | +6.2% |
| 30D | +36.5% | -0.3% | +36.8% | +38.3% |
| 3M | +7.3% | +3.4% | +4.0% | +0.5% |
| 6M | +2.2% | +35.0% | -32.7% | -42.2% |
| YTD | -10.2% | +28.8% | -38.9% | -43.5% |
| 1Y | -58.6% | +38.0% | -96.6% | -77.1% |
| 3Y | +283.2% | +125.8% | +157.4% | -16.5% |
| 5Y | +113.8% | +134.7% | -21.0% | -49.0% |
| All | +113.8% | +133.4% | -19.6% | -49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling