+316.6%
VOO vs MSTR
+676.6%
-360.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | -0.2% |
| 7D | -0.4% | +7.7% | -8.1% | -1.2% |
| 30D | -1.4% | +36.3% | -37.7% | -4.7% |
| 3M | +3.7% | +13.4% | -9.7% | +1.6% |
| 6M | +13.0% | -4.5% | +17.5% | +12.0% |
| YTD | +12.4% | -12.7% | +25.1% | +11.4% |
| 1Y | +18.6% | -59.6% | +78.2% | +26.1% |
| 3Y | +78.1% | +272.5% | -194.4% | +36.5% |
| 5Y | +82.3% | +107.1% | -24.9% | +36.2% |
| All | +316.6% | +676.6% | -360.0% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 10y: compounded portfolio wealth divided by compounded MSTR 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…
10y analysis · Full analysis span regression · 6 months rolling