+3,708.0%
MSTR vs VTI
+964.9%
+2,743.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.0% |
| 7D | +12.2% | +0.1% | +12.1% | +12.3% |
| 30D | +45.2% | 0.0% | +45.1% | +45.7% |
| 3M | +10.4% | +2.0% | +8.4% | +8.7% |
| 6M | -2.5% | +13.0% | -15.4% | -15.5% |
| YTD | -6.0% | +13.9% | -20.0% | -18.6% |
| 1Y | -56.4% | +20.0% | -76.4% | -64.5% |
| 3Y | +306.3% | +75.8% | +230.5% | +119.8% |
| 5Y | +100.5% | +73.8% | +26.6% | +29.0% |
| 10Y | +741.1% | +297.5% | +443.6% | +114.5% |
| All | +3,708.0% | +964.9% | +2,743.1% | +214.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling