-49.1%
MSTR vs VMC
-4.3%
-44.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.5% | -5.0% | -6.0% |
| 7D | -11.5% | -1.7% | -9.8% | -11.0% |
| 30D | -24.8% | +15.3% | -40.1% | -28.0% |
| 3M | +20.6% | +0.3% | +20.3% | +20.4% |
| 6M | -38.0% | +0.9% | -38.8% | -39.1% |
| YTD | -24.7% | -1.0% | -23.7% | -26.3% |
| 1Y | -49.1% | -4.3% | -44.7% | -49.6% |
| All | -49.1% | -4.3% | -44.8% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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