+120.4%
MSTR vs VT
+66.2%
+54.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.3% |
| 7D | +12.2% | +0.4% | +11.7% | +11.2% |
| 30D | +45.2% | +1.0% | +44.2% | +42.4% |
| 3M | +10.4% | +2.4% | +8.0% | +4.6% |
| 6M | -2.5% | +12.0% | -14.5% | -28.3% |
| YTD | -6.0% | +15.3% | -21.4% | -35.5% |
| 1Y | -56.4% | +22.6% | -79.0% | -74.8% |
| 3Y | +306.3% | +74.7% | +231.6% | -9.8% |
| All | +120.4% | +66.2% | +54.2% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling