+113.8%
MSTR vs VTV
+80.5%
+33.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -2.4% |
| 7D | +9.3% | +0.3% | +9.0% | +8.8% |
| 30D | +36.5% | +0.1% | +36.4% | +36.1% |
| 3M | +7.3% | +6.2% | +1.1% | -7.9% |
| 6M | +2.2% | +13.5% | -11.2% | -25.4% |
| YTD | -10.2% | +18.9% | -29.0% | -41.0% |
| 1Y | -58.6% | +25.8% | -84.4% | -76.5% |
| 3Y | +283.2% | +68.7% | +214.4% | +3.8% |
| 5Y | +113.8% | +80.3% | +33.4% | -40.3% |
| All | +113.8% | +80.5% | +33.3% | -40.3% |
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