-49.3%
MSTR vs VT
+10.7%
-60.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.1% | -5.2% | +1.9% |
| 7D | -8.7% | -4.2% | -4.5% | +3.2% |
| 30D | -21.4% | -5.8% | -15.6% | -6.4% |
| 3M | +31.4% | -5.2% | +36.7% | +55.8% |
| 6M | -30.8% | +0.1% | -30.9% | -28.5% |
| YTD | -14.9% | +8.2% | -23.1% | -23.9% |
| 1Y | -49.3% | +10.1% | -59.4% | -56.0% |
| All | -49.3% | +10.7% | -60.0% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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