-42.3%
MSTR vs VTEB
+0.4%
-42.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +3.6% |
| 7D | -1.8% | +0.9% | -2.7% | -4.7% |
| 30D | -13.3% | +3.7% | -17.0% | -24.4% |
| 3M | +46.0% | -0.8% | +46.8% | +59.1% |
| 6M | -22.4% | -0.9% | -21.5% | -14.1% |
| YTD | -6.2% | -0.1% | -6.1% | -1.3% |
| 1Y | -42.3% | +0.2% | -42.5% | -39.7% |
| All | -42.3% | +0.4% | -42.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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