-59.6%
MSTR vs VSXY
+198.1%
-257.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.5% | +0.7% | -2.9% |
| 7D | +7.7% | -10.7% | +18.4% | +7.5% |
| 30D | +36.3% | -24.3% | +60.6% | +36.5% |
| 3M | +13.4% | +1.0% | +12.4% | +12.7% |
| 6M | -4.5% | +57.4% | -61.9% | -9.5% |
| YTD | -12.7% | +39.8% | -52.5% | -15.9% |
| 1Y | -59.6% | +196.5% | -256.1% | -70.0% |
| All | -59.6% | +198.1% | -257.7% | -70.0% |
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