-56.4%
MSTR vs VLTO
-8.3%
-48.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.6% |
| 7D | +12.2% | -2.3% | +14.5% | +11.7% |
| 30D | +45.2% | -0.9% | +46.0% | +44.7% |
| 3M | +10.4% | +13.8% | -3.4% | +14.5% |
| 6M | -2.5% | +2.0% | -4.5% | +1.4% |
| YTD | -6.0% | -3.2% | -2.8% | -3.0% |
| 1Y | -56.4% | -9.2% | -47.2% | -52.3% |
| All | -56.4% | -8.3% | -48.1% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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