-59.6%
MSTR vs VICR
+263.7%
-323.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.9% | +2.1% | -2.1% |
| 7D | +7.7% | +1.3% | +6.5% | +7.4% |
| 30D | +36.3% | -11.9% | +48.3% | +37.8% |
| 3M | +13.4% | -35.1% | +48.5% | +17.7% |
| 6M | -4.5% | +8.1% | -12.6% | -11.6% |
| YTD | -12.7% | +67.8% | -80.4% | -22.2% |
| 1Y | -59.6% | +267.3% | -326.9% | -64.5% |
| All | -59.6% | +263.7% | -323.3% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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