+113.8%
MSTR vs VSXY
+21.5%
+92.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.9% | -8.2% | -5.4% |
| 7D | +9.3% | -6.8% | +16.1% | +10.3% |
| 30D | +36.5% | -20.4% | +56.9% | +43.4% |
| 3M | +7.3% | +2.9% | +4.4% | +4.5% |
| 6M | +2.2% | +67.9% | -65.7% | -18.8% |
| YTD | -10.2% | +44.9% | -55.0% | -26.0% |
| 1Y | -58.6% | +205.9% | -264.5% | -74.4% |
| 3Y | +283.2% | +373.9% | -90.7% | +62.3% |
| 5Y | +113.8% | +23.5% | +90.3% | +67.4% |
| All | +113.8% | +21.5% | +92.3% | +67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling