-45.6%
MSTR vs VLTO
+18.3%
-63.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.2% |
| 7D | -1.2% | +5.4% | -6.6% | 0.0% |
| 30D | -15.9% | +22.3% | -38.2% | -12.1% |
| 3M | +33.1% | +19.6% | +13.5% | +37.8% |
| 6M | -31.0% | +35.2% | -66.1% | -24.2% |
| YTD | -15.1% | +17.9% | -33.0% | -9.2% |
| 1Y | -45.6% | +19.5% | -65.2% | -41.1% |
| All | -45.6% | +18.3% | -63.9% | -41.1% |
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