-47.4%
MSTR vs VSH
+83.5%
-130.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.4% | -16.0% | -5.1% |
| 7D | -4.0% | +3.5% | -7.4% | -4.8% |
| 30D | -18.6% | -22.4% | +3.8% | -15.3% |
| 3M | +25.6% | -25.2% | +50.8% | +31.0% |
| 6M | -33.1% | -22.5% | -10.5% | -35.5% |
| YTD | -17.3% | +84.2% | -101.5% | -43.1% |
| All | -47.4% | +83.5% | -130.9% | -63.8% |
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