+536.9%
MSTR vs VTI
+292.6%
+244.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | -1.2% |
| 7D | -14.2% | -0.7% | -13.5% | -13.1% |
| 30D | -19.9% | -1.9% | -17.9% | -16.5% |
| 3M | +27.3% | -1.4% | +28.8% | +32.7% |
| 6M | -37.6% | +3.5% | -41.0% | -39.7% |
| YTD | -19.5% | +12.6% | -32.1% | -31.0% |
| 1Y | -47.1% | +12.7% | -59.9% | -54.8% |
| 3Y | +140.3% | +78.8% | +61.5% | +7.9% |
| 5Y | +49.5% | +67.2% | -17.7% | -17.5% |
| All | +536.9% | +292.6% | +244.3% | +58.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling