-56.4%
MSTR vs VRT
+123.1%
-179.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.7% | -2.6% |
| 7D | +12.2% | +9.1% | +3.0% | +9.6% |
| 30D | +45.2% | +0.9% | +44.2% | +44.5% |
| 3M | +10.4% | -13.4% | +23.8% | +12.7% |
| 6M | -2.5% | +11.7% | -14.2% | -9.5% |
| YTD | -6.0% | +73.2% | -79.3% | -27.3% |
| 1Y | -56.4% | +123.4% | -179.8% | -68.0% |
| All | -56.4% | +123.1% | -179.5% | -68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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