-49.1%
MSTR vs VSH
+97.1%
-146.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.6% | -1.9% | -5.6% |
| 7D | -11.5% | +26.2% | -37.7% | -15.6% |
| 30D | -24.8% | -12.5% | -12.3% | -23.3% |
| 3M | +20.6% | -16.9% | +37.6% | +23.5% |
| 6M | -38.0% | -17.0% | -21.0% | -41.1% |
| YTD | -24.7% | +93.8% | -118.5% | -48.1% |
| 1Y | -49.1% | +99.3% | -148.4% | -65.4% |
| All | -49.1% | +97.1% | -146.2% | -65.4% |
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