-56.4%
MSTR vs VTEB
+3.1%
-59.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.6% |
| 7D | +12.2% | -0.8% | +12.9% | +16.1% |
| 30D | +45.2% | -1.3% | +46.5% | +54.4% |
| 3M | +10.4% | -2.1% | +12.5% | +21.8% |
| 6M | -2.5% | -1.7% | -0.8% | +5.8% |
| YTD | -6.0% | -0.6% | -5.4% | -1.7% |
| 1Y | -56.4% | +3.1% | -59.5% | -56.1% |
| All | -56.4% | +3.1% | -59.5% | -56.1% |
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