+121.1%
MSTR vs VIG
+67.2%
+53.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.5% |
| 7D | -13.4% | +3.5% | -16.9% | -20.6% |
| 30D | -22.1% | +4.9% | -27.0% | -30.7% |
| 3M | +15.0% | +2.5% | +12.4% | +8.5% |
| 6M | -37.3% | +11.0% | -48.3% | -51.2% |
| YTD | -26.5% | +16.0% | -42.5% | -47.3% |
| 1Y | -46.5% | +17.5% | -64.0% | -62.8% |
| 3Y | +121.1% | +67.0% | +54.1% | -0.1% |
| All | +121.1% | +67.2% | +53.9% | -0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling