-42.3%
MSTR vs VTI
+14.8%
-57.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +0.2% |
| 7D | -1.8% | -0.6% | -1.2% | +0.4% |
| 30D | -13.3% | -1.0% | -12.3% | -9.7% |
| 3M | +46.0% | -0.8% | +46.7% | +52.7% |
| 6M | -22.4% | +7.1% | -29.5% | -35.0% |
| YTD | -6.2% | +13.4% | -19.6% | -30.0% |
| 1Y | -42.3% | +14.9% | -57.2% | -58.0% |
| All | -42.3% | +14.8% | -57.0% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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