+287.2%
MSTR vs VTRS
+84.4%
+202.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.5% |
| 7D | +7.7% | -3.5% | +11.2% | +9.4% |
| 30D | +36.3% | +2.1% | +34.2% | +35.1% |
| 3M | +13.4% | +2.6% | +10.8% | +11.8% |
| 6M | -4.5% | +17.8% | -22.3% | -12.1% |
| YTD | -12.7% | +35.7% | -48.3% | -24.7% |
| 1Y | -59.6% | +63.5% | -123.1% | -68.1% |
| All | +287.2% | +84.4% | +202.8% | +170.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling