+308.9%
MSTR vs VT
+75.0%
+233.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.3% |
| 7D | +12.2% | +0.4% | +11.7% | +11.3% |
| 30D | +45.2% | +1.0% | +44.2% | +42.6% |
| 3M | +10.4% | +2.4% | +8.0% | +5.3% |
| 6M | -2.5% | +12.0% | -14.5% | -25.9% |
| YTD | -6.0% | +15.3% | -21.4% | -32.8% |
| 1Y | -56.4% | +22.6% | -79.0% | -73.2% |
| All | +308.9% | +75.0% | +233.9% | +29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling