+50.7%
MSTR vs VTI
+66.7%
-16.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | -2.4% |
| 7D | -14.2% | -0.7% | -13.5% | -12.8% |
| 30D | -19.9% | -1.9% | -17.9% | -15.0% |
| 3M | +27.3% | -1.4% | +28.8% | +34.8% |
| 6M | -37.6% | +3.5% | -41.0% | -41.6% |
| YTD | -19.5% | +12.6% | -32.1% | -38.2% |
| 1Y | -47.1% | +12.7% | -59.9% | -59.6% |
| 3Y | +140.3% | +78.8% | +61.5% | -43.5% |
| All | +50.7% | +66.7% | -16.0% | -50.4% |
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