-46.5%
MSTR vs VSXY
+202.3%
-248.8%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.4% |
| 7D | -13.4% | -1.7% | -11.7% | -13.5% |
| 30D | -22.1% | +20.1% | -42.2% | -21.3% |
| 3M | +15.0% | +16.6% | -1.6% | +16.2% |
| 6M | -37.3% | +134.9% | -172.2% | -36.9% |
| YTD | -26.5% | +96.0% | -122.5% | -23.6% |
| 1Y | -46.5% | +203.8% | -250.3% | -37.7% |
| All | -46.5% | +202.3% | -248.8% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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