+82.3%
VOO vs MSTR
+110.6%
-28.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | -0.1% |
| 7D | +0.5% | +9.3% | -8.8% | -0.4% |
| 30D | -0.9% | +36.5% | -37.4% | -4.3% |
| 3M | +3.9% | +7.3% | -3.4% | +2.3% |
| 6M | +14.5% | +2.2% | +12.3% | +12.8% |
| YTD | +13.0% | -10.2% | +23.1% | +11.6% |
| 1Y | +19.4% | -58.6% | +78.0% | +26.7% |
| 3Y | +78.9% | +283.2% | -204.3% | +35.0% |
| 5Y | +82.3% | +113.8% | -31.5% | +32.8% |
| All | +82.3% | +110.6% | -28.4% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling