-42.3%
MSTR vs VLTO
+18.3%
-60.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.2% |
| 7D | -1.8% | +13.8% | -15.6% | +1.2% |
| 30D | -13.3% | +21.2% | -34.5% | -9.8% |
| 3M | +46.0% | +21.5% | +24.5% | +51.4% |
| 6M | -22.4% | +33.0% | -55.4% | -15.5% |
| YTD | -6.2% | +17.8% | -24.0% | +0.4% |
| 1Y | -42.3% | +18.1% | -60.4% | -37.9% |
| All | -42.3% | +18.3% | -60.6% | -37.9% |
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