-47.4%
MSTR vs VIG
+17.0%
-64.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.4% | -5.0% | -8.8% |
| 7D | -4.0% | +0.4% | -4.4% | -4.7% |
| 30D | -18.6% | +4.3% | -22.9% | -27.5% |
| 3M | +25.6% | +2.0% | +23.5% | +19.0% |
| 6M | -33.1% | +10.2% | -43.2% | -49.3% |
| YTD | -17.3% | +14.8% | -32.1% | -39.9% |
| All | -47.4% | +17.0% | -64.4% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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