+1,460.7%
MSTR vs VOO
+777.9%
+682.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.8% |
| 7D | -1.2% | -2.7% | +1.5% | +3.6% |
| 30D | -15.9% | -5.4% | -10.6% | -7.3% |
| 3M | +33.1% | -4.1% | +37.2% | +44.7% |
| 6M | -31.0% | +0.7% | -31.7% | -29.9% |
| YTD | -15.1% | +8.7% | -23.9% | -21.8% |
| 1Y | -45.6% | +11.0% | -56.6% | -51.5% |
| 3Y | +180.5% | +75.5% | +105.1% | +38.8% |
| 5Y | +61.7% | +68.4% | -6.7% | -3.0% |
| 10Y | +578.0% | +315.7% | +262.3% | +38.5% |
| All | +1,460.7% | +777.9% | +682.8% | +11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling