-49.1%
MSTR vs VTV
+23.9%
-72.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.4% | -6.1% | -5.5% |
| 7D | -11.5% | +2.3% | -13.8% | -15.9% |
| 30D | -24.8% | +3.8% | -28.6% | -30.5% |
| 3M | +20.6% | +1.7% | +19.0% | +16.9% |
| 6M | -38.0% | +10.9% | -48.9% | -51.2% |
| YTD | -24.7% | +21.7% | -46.4% | -47.2% |
| 1Y | -49.1% | +23.4% | -72.4% | -64.8% |
| All | -49.1% | +23.9% | -72.9% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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