-59.8%
MSTR vs VTRS
+66.8%
-126.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.5% |
| 7D | -8.3% | -2.2% | -6.1% | -7.3% |
| 30D | +38.1% | +3.3% | +34.8% | +36.1% |
| 3M | +9.0% | +2.0% | +7.0% | +7.6% |
| 6M | -5.3% | +19.9% | -25.3% | -15.3% |
| YTD | -13.8% | +35.7% | -49.5% | -27.7% |
| 1Y | -59.8% | +68.1% | -127.9% | -69.5% |
| All | -59.8% | +66.8% | -126.6% | -69.5% |
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