+1,252.0%
MSTR vs VTR
+2,150.3%
-898.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.9% |
| 7D | +12.2% | -1.7% | +13.8% | +12.6% |
| 30D | +45.2% | -2.4% | +47.6% | +46.1% |
| 3M | +10.4% | +14.8% | -4.4% | +5.7% |
| 6M | -2.5% | +5.3% | -7.8% | -4.5% |
| YTD | -6.0% | +18.1% | -24.1% | -10.8% |
| 1Y | -56.4% | +36.7% | -93.1% | -60.4% |
| 3Y | +306.3% | +130.1% | +176.2% | +218.3% |
| 5Y | +100.5% | +89.5% | +11.0% | +66.4% |
| 10Y | +741.1% | +87.4% | +653.7% | +536.4% |
| All | +1,252.0% | +2,150.3% | -898.3% | +549.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling