+113.8%
MSTR vs VTI
+73.8%
+40.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -2.9% |
| 7D | +9.3% | +0.6% | +8.7% | +7.9% |
| 30D | +36.5% | -1.1% | +37.6% | +41.6% |
| 3M | +7.3% | +3.9% | +3.4% | -2.0% |
| 6M | +2.2% | +14.6% | -12.4% | -27.6% |
| YTD | -10.2% | +13.3% | -23.5% | -32.9% |
| 1Y | -58.6% | +19.2% | -77.8% | -72.8% |
| 3Y | +283.2% | +77.4% | +205.8% | -8.1% |
| 5Y | +113.8% | +74.0% | +39.7% | -32.7% |
| All | +113.8% | +73.8% | +40.0% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling