+2,188.5%
MSTR vs VTV
+721.7%
+1,466.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.1% |
| 7D | +12.2% | +0.5% | +11.6% | +11.7% |
| 30D | +45.2% | +1.1% | +44.1% | +43.5% |
| 3M | +10.4% | +5.9% | +4.5% | +3.9% |
| 6M | -2.5% | +11.6% | -14.1% | -13.0% |
| YTD | -6.0% | +19.8% | -25.8% | -21.9% |
| 1Y | -56.4% | +26.2% | -82.6% | -65.7% |
| 3Y | +306.3% | +68.5% | +237.8% | +146.3% |
| 5Y | +100.5% | +79.9% | +20.6% | +24.5% |
| 10Y | +741.1% | +229.7% | +511.4% | +193.0% |
| All | +2,188.5% | +721.7% | +1,466.8% | +166.9% |
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 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