-42.3%
MSTR vs VRT
+12.3%
-54.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -12.9% | +18.0% | +8.4% |
| 7D | -1.8% | -15.4% | +13.6% | +2.1% |
| 30D | -13.3% | -19.0% | +5.6% | -9.1% |
| 3M | +46.0% | -23.8% | +69.8% | +54.7% |
| 6M | -22.4% | -37.9% | +15.4% | -14.6% |
| YTD | -6.2% | +27.0% | -33.2% | -20.1% |
| 1Y | -42.3% | +13.8% | -56.1% | -50.0% |
| All | -42.3% | +12.3% | -54.5% | -50.0% |
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