+108.8%
MSTR vs VTRS
+40.7%
+68.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | -11.2% | -3.3% | -7.9% | -9.8% |
| 30D | +33.8% | +1.4% | +32.4% | +33.0% |
| 3M | +11.5% | +4.6% | +6.8% | +8.8% |
| 6M | -7.2% | +18.1% | -25.2% | -15.0% |
| YTD | -15.4% | +34.7% | -50.1% | -27.5% |
| 1Y | -60.6% | +65.6% | -126.3% | -69.6% |
| 3Y | +260.8% | +83.8% | +177.1% | +152.2% |
| 5Y | +108.8% | +46.5% | +62.4% | +47.7% |
| All | +108.8% | +40.7% | +68.2% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling