-56.4%
MSTR vs VSH
+118.1%
-174.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.8% | -2.3% |
| 7D | +12.2% | +4.1% | +8.1% | +11.2% |
| 30D | +45.2% | -4.2% | +49.3% | +46.1% |
| 3M | +10.4% | -50.0% | +60.4% | +26.3% |
| 6M | -2.5% | +80.2% | -82.7% | -33.4% |
| YTD | -6.0% | +121.1% | -127.1% | -43.8% |
| 1Y | -56.4% | +112.0% | -168.4% | -73.1% |
| All | -56.4% | +118.1% | -174.5% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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