-46.5%
MSTR vs VOO
+12.1%
-58.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.1% | -1.3% |
| 7D | -13.4% | +2.6% | -16.0% | -20.1% |
| 30D | -22.1% | -2.0% | -20.1% | -16.4% |
| 3M | +15.0% | -2.8% | +17.7% | +27.7% |
| 6M | -37.3% | +2.2% | -39.5% | -39.4% |
| YTD | -26.5% | +11.5% | -38.1% | -42.4% |
| 1Y | -46.5% | +13.5% | -60.0% | -58.7% |
| All | -46.5% | +12.1% | -58.6% | -58.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling