-56.4%
MSTR vs VUG
+15.8%
-72.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.3% |
| 7D | +12.2% | -0.1% | +12.3% | +12.9% |
| 30D | +45.2% | -0.3% | +45.5% | +47.2% |
| 3M | +10.4% | -0.7% | +11.1% | +13.6% |
| 6M | -2.5% | +14.6% | -17.1% | -25.0% |
| YTD | -6.0% | +9.0% | -15.0% | -20.3% |
| 1Y | -56.4% | +14.9% | -71.3% | -65.6% |
| All | -56.4% | +15.8% | -72.2% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling