+283.2%
MSTR vs VSXY
+335.0%
-51.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.9% | -8.2% | -4.9% |
| 7D | +9.3% | -6.8% | +16.1% | +9.8% |
| 30D | +36.5% | -20.4% | +56.9% | +40.0% |
| 3M | +7.3% | +2.9% | +4.4% | +5.9% |
| 6M | +2.2% | +67.9% | -65.7% | -9.5% |
| YTD | -10.2% | +44.9% | -55.0% | -18.5% |
| 1Y | -58.6% | +205.9% | -264.5% | -68.4% |
| 3Y | +283.2% | +373.9% | -90.7% | +172.5% |
| All | +283.2% | +335.0% | -51.8% | +172.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling