-42.3%
MSTR vs VYM
+21.8%
-64.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.2% | +3.9% | +2.2% |
| 7D | -1.8% | +1.2% | -3.0% | -4.3% |
| 30D | -13.3% | +5.2% | -18.5% | -23.2% |
| 3M | +46.0% | +0.5% | +45.4% | +44.4% |
| 6M | -22.4% | +7.7% | -30.2% | -36.4% |
| YTD | -6.2% | +17.2% | -23.4% | -32.6% |
| 1Y | -42.3% | +21.7% | -63.9% | -61.5% |
| All | -42.3% | +21.8% | -64.1% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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