+596.4%
MSTR vs VTEB
+26.6%
+569.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | +9.3% | -0.2% | +9.5% | +9.5% |
| 30D | +36.5% | -1.6% | +38.1% | +38.9% |
| 3M | +7.3% | -2.0% | +9.3% | +9.7% |
| 6M | +2.2% | -1.7% | +3.9% | +4.3% |
| YTD | -10.2% | -0.6% | -9.6% | -9.3% |
| 1Y | -58.6% | +1.8% | -60.4% | -59.2% |
| 3Y | +283.2% | +9.6% | +273.6% | +250.7% |
| 5Y | +113.8% | +2.1% | +111.7% | +105.1% |
| 10Y | +690.7% | +18.9% | +671.8% | +787.3% |
| All | +596.4% | +26.6% | +569.8% | +832.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling