+915.1%
MSFT vs VEU
+149.9%
+765.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -1.3% | +2.1% | -3.4% | -3.2% |
| 30D | -1.8% | -0.9% | -0.9% | -0.9% |
| 3M | +5.6% | -5.4% | +11.0% | +11.2% |
| 6M | +29.8% | -1.8% | +31.6% | +31.1% |
| YTD | +9.0% | +10.9% | -1.9% | -3.6% |
| 1Y | +4.9% | +13.6% | -8.6% | -9.5% |
| 3Y | +46.2% | +69.3% | -23.0% | -18.2% |
| 5Y | +62.1% | +48.1% | +14.0% | +5.0% |
| All | +915.1% | +149.9% | +765.2% | +302.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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