-42.3%
MSTR vs VTR
+22.5%
-64.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.5% | +2.6% | +5.6% |
| 7D | -1.8% | +10.0% | -11.8% | +0.3% |
| 30D | -13.3% | +9.6% | -22.9% | -11.7% |
| 3M | +46.0% | -1.2% | +47.2% | +46.7% |
| 6M | -22.4% | +2.8% | -25.3% | -20.0% |
| YTD | -6.2% | +17.4% | -23.6% | -2.9% |
| 1Y | -42.3% | +22.0% | -64.3% | -41.6% |
| All | -42.3% | +22.5% | -64.8% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling