+40.4%
MSTR vs VTV
+77.3%
-36.9%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.9% |
| 7D | -13.4% | +2.9% | -16.3% | -19.6% |
| 30D | -22.1% | +3.8% | -25.9% | -28.9% |
| 3M | +15.0% | +1.6% | +13.4% | +10.9% |
| 6M | -37.3% | +11.2% | -48.5% | -52.0% |
| YTD | -26.5% | +22.0% | -48.5% | -54.8% |
| 1Y | -46.5% | +24.9% | -71.4% | -69.1% |
| 3Y | +121.1% | +78.5% | +42.6% | -48.5% |
| All | +40.4% | +77.3% | -36.9% | -61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling