-58.6%
MSTR vs VOO
+19.5%
-78.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -2.7% |
| 7D | +9.3% | +0.5% | +8.8% | +8.1% |
| 30D | +36.5% | -0.9% | +37.4% | +41.3% |
| 3M | +7.3% | +3.9% | +3.4% | -3.3% |
| 6M | +2.2% | +14.5% | -12.3% | -29.8% |
| YTD | -10.2% | +13.0% | -23.1% | -34.3% |
| 1Y | -58.6% | +19.4% | -78.0% | -74.1% |
| All | -58.6% | +19.5% | -78.1% | -74.1% |
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