-49.1%
MSTR vs VLTO
+20.4%
-69.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.1% | -5.4% | -6.7% |
| 7D | -11.5% | +0.8% | -12.3% | -11.3% |
| 30D | -24.8% | +18.7% | -43.5% | -21.6% |
| 3M | +20.6% | +21.7% | -1.1% | +25.8% |
| 6M | -38.0% | +35.8% | -73.8% | -31.7% |
| YTD | -24.7% | +18.3% | -43.0% | -19.3% |
| 1Y | -49.1% | +20.9% | -70.0% | -44.0% |
| All | -49.1% | +20.4% | -69.5% | -44.0% |
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