+137.8%
MSTR price history and return analytics
+74.4%
+63.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.3% |
| 7D | -10.7% | -0.1% | -10.6% | -10.5% |
| 30D | -21.6% | -3.1% | -18.5% | -14.1% |
| 3M | +24.4% | -3.5% | +27.9% | +39.5% |
| 6M | -35.5% | +0.5% | -35.9% | -34.6% |
| YTD | -20.3% | +10.8% | -31.1% | -36.3% |
| 1Y | -49.3% | +11.9% | -61.2% | -60.6% |
| 3Y | +137.8% | +73.0% | +64.8% | -3.2% |
| All | +137.8% | +74.4% | +63.3% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling