-56.4%
MSTR vs VTRS
+66.3%
-122.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +12.2% | +3.3% | +8.9% | +10.3% |
| 30D | +45.2% | -3.6% | +48.8% | +47.3% |
| 3M | +10.4% | +7.0% | +3.4% | +6.5% |
| 6M | -2.5% | +17.5% | -19.9% | -11.9% |
| YTD | -6.0% | +38.8% | -44.8% | -22.0% |
| 1Y | -56.4% | +69.2% | -125.6% | -66.8% |
| All | -56.4% | +66.3% | -122.7% | -66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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