+495.5%
MSTR vs VOO
+311.2%
+184.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.3% | -6.2% | -5.9% |
| 7D | -11.5% | +3.3% | -14.8% | -16.4% |
| 30D | -24.8% | -2.7% | -22.1% | -20.7% |
| 3M | +20.6% | -1.7% | +22.4% | +26.3% |
| 6M | -38.0% | +3.1% | -41.1% | -39.6% |
| YTD | -24.7% | +11.9% | -36.6% | -34.5% |
| 1Y | -49.1% | +12.1% | -61.1% | -55.7% |
| 3Y | +124.7% | +78.6% | +46.1% | +3.7% |
| 5Y | +40.9% | +73.8% | -32.9% | -25.2% |
| All | +495.5% | +311.2% | +184.3% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling