+495.5%
MSTR price history and return analytics
+222.7%
+272.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.6% | -5.9% | -5.4% |
| 7D | -11.5% | +2.9% | -14.4% | -16.2% |
| 30D | -24.8% | -2.5% | -22.3% | -20.6% |
| 3M | +20.6% | -3.3% | +24.0% | +30.5% |
| 6M | -38.0% | +1.5% | -39.5% | -38.1% |
| YTD | -24.7% | +11.4% | -36.1% | -34.8% |
| 1Y | -49.1% | +11.9% | -61.0% | -56.2% |
| 3Y | +124.7% | +73.9% | +50.8% | +1.5% |
| 5Y | +40.9% | +57.9% | -16.9% | -19.3% |
| All | +495.5% | +222.7% | +272.9% | +79.0% |
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