+40.9%
MSTR vs VO
+37.2%
+3.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -4.2% |
| 7D | -11.5% | +2.9% | -14.5% | -18.4% |
| 30D | -24.8% | +1.0% | -25.8% | -26.4% |
| 3M | +20.6% | -1.7% | +22.4% | +27.8% |
| 6M | -38.0% | +6.7% | -44.7% | -46.9% |
| YTD | -24.7% | +14.0% | -38.7% | -44.3% |
| 1Y | -49.1% | +13.7% | -62.7% | -62.2% |
| 3Y | +124.7% | +65.8% | +58.9% | -31.8% |
| 5Y | +40.9% | +36.6% | +4.3% | -26.4% |
| All | +40.9% | +37.2% | +3.8% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling