-45.6%
MSTR vs VRT
-4.2%
-41.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -1.2% |
| 7D | -1.2% | -21.4% | +20.1% | +4.5% |
| 30D | -15.9% | -25.8% | +9.9% | -9.9% |
| 3M | +33.1% | -33.5% | +66.7% | +45.9% |
| 6M | -31.0% | -49.0% | +18.0% | -19.9% |
| YTD | -15.1% | +12.9% | -28.1% | -24.0% |
| 1Y | -45.6% | 0.0% | -45.7% | -50.8% |
| All | -45.6% | -4.2% | -41.5% | -50.8% |
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