-45.6%
MSTR vs VUG
+0.3%
-46.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -2.3% |
| 7D | -1.2% | -3.4% | +2.2% | +6.8% |
| 30D | -15.9% | -11.1% | -4.8% | +10.6% |
| 3M | +33.1% | -7.2% | +40.4% | +61.0% |
| 6M | -31.0% | -4.1% | -26.8% | -21.7% |
| YTD | -15.1% | +1.4% | -16.5% | -15.8% |
| 1Y | -45.6% | +1.9% | -47.6% | -46.4% |
| All | -45.6% | +0.3% | -46.0% | -46.4% |
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