+1,733.5%
MSTR vs VTV
+734.9%
+998.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.4% | -6.1% | -6.0% |
| 7D | -11.5% | +2.3% | -13.8% | -13.8% |
| 30D | -24.8% | +3.8% | -28.6% | -27.7% |
| 3M | +20.6% | +1.7% | +19.0% | +18.9% |
| 6M | -38.0% | +10.9% | -48.9% | -44.4% |
| YTD | -24.7% | +21.7% | -46.4% | -38.3% |
| 1Y | -49.1% | +23.4% | -72.4% | -58.9% |
| 3Y | +124.7% | +78.0% | +46.7% | +28.8% |
| 5Y | +40.9% | +77.4% | -36.5% | -11.7% |
| 10Y | +481.5% | +230.4% | +251.1% | +102.5% |
| All | +1,733.5% | +734.9% | +998.6% | +110.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling