+521.9%
MSTR price history and return analytics
+224.4%
+297.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | -1.0% |
| 7D | -14.2% | -0.7% | -13.5% | -13.0% |
| 30D | -19.9% | -1.7% | -18.1% | -16.7% |
| 3M | +27.3% | -2.3% | +29.6% | +35.0% |
| 6M | -37.6% | +1.5% | -39.1% | -37.7% |
| YTD | -19.5% | +12.0% | -31.5% | -31.1% |
| 1Y | -47.1% | +12.9% | -60.0% | -55.3% |
| 3Y | +140.3% | +74.9% | +65.3% | +7.3% |
| 5Y | +49.5% | +59.9% | -10.4% | -16.0% |
| 10Y | +521.9% | +224.6% | +297.2% | +83.7% |
| All | +521.9% | +224.4% | +297.5% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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