+287.2%
MSTR vs VTV
+67.6%
+219.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.1% |
| 7D | +7.7% | -0.7% | +8.4% | +9.7% |
| 30D | +36.3% | -0.5% | +36.8% | +37.9% |
| 3M | +13.4% | +5.3% | +8.1% | +1.0% |
| 6M | -4.5% | +12.9% | -17.4% | -27.0% |
| YTD | -12.7% | +18.5% | -31.1% | -39.1% |
| 1Y | -59.6% | +25.3% | -84.9% | -75.1% |
| All | +287.2% | +67.6% | +219.7% | +45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling