+120.4%
MSTR vs VRT
+900.3%
-779.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.7% | -3.4% |
| 7D | +12.2% | +9.1% | +3.0% | +7.9% |
| 30D | +45.2% | +0.9% | +44.2% | +44.2% |
| 3M | +10.4% | -13.4% | +23.8% | +13.7% |
| 6M | -2.5% | +11.7% | -14.2% | -12.8% |
| YTD | -6.0% | +73.2% | -79.3% | -34.4% |
| 1Y | -56.4% | +123.4% | -179.8% | -73.8% |
| 3Y | +306.3% | +606.2% | -299.9% | +16.2% |
| All | +120.4% | +900.3% | -779.9% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling