+103.8%
MSTR vs VTEB
+1.2%
+102.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.0% |
| 7D | -8.3% | -0.9% | -7.4% | -6.1% |
| 30D | +38.1% | -2.5% | +40.6% | +47.2% |
| 3M | +9.0% | -3.0% | +12.0% | +17.7% |
| 6M | -5.3% | -2.1% | -3.2% | +0.5% |
| YTD | -13.8% | -1.5% | -12.3% | -9.8% |
| 1Y | -59.8% | +0.2% | -60.0% | -59.5% |
| 3Y | +282.2% | +8.6% | +273.6% | +198.1% |
| All | +103.8% | +1.2% | +102.6% | +124.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling