+827.8%
VOO vs MSTR
+1,621.1%
-793.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.2% |
| 7D | +0.1% | +12.2% | -12.1% | -1.4% |
| 30D | +0.1% | +45.2% | -45.1% | -4.6% |
| 3M | +2.0% | +10.4% | -8.4% | -0.2% |
| 6M | +13.0% | -2.5% | +15.5% | +11.5% |
| YTD | +13.6% | -6.0% | +19.6% | +11.4% |
| 1Y | +20.1% | -56.4% | +76.5% | +27.9% |
| 3Y | +77.6% | +306.3% | -228.7% | +28.0% |
| 5Y | +82.4% | +100.5% | -18.0% | +30.7% |
| 10Y | +316.8% | +741.1% | -424.2% | +89.3% |
| All | +827.8% | +1,621.1% | -793.3% | +232.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling