+283.2%
MSTR vs VTI
+77.6%
+205.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.0% |
| 7D | +9.3% | +0.6% | +8.7% | +8.0% |
| 30D | +36.5% | -1.1% | +37.6% | +41.2% |
| 3M | +7.3% | +3.9% | +3.4% | -1.3% |
| 6M | +2.2% | +14.6% | -12.4% | -25.3% |
| YTD | -10.2% | +13.3% | -23.5% | -31.1% |
| 1Y | -58.6% | +19.2% | -77.8% | -71.6% |
| 3Y | +283.2% | +77.4% | +205.8% | +37.0% |
| All | +283.2% | +77.6% | +205.6% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling