+878.4%
MSFT vs VEU
+155.0%
+723.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.3% |
| 7D | -0.8% | -1.4% | +0.6% | +0.5% |
| 30D | +0.8% | -0.4% | +1.3% | +1.2% |
| 3M | +27.2% | +2.5% | +24.7% | +23.8% |
| 6M | +22.9% | +11.1% | +11.8% | +9.4% |
| YTD | +3.1% | +16.5% | -13.4% | -12.9% |
| 1Y | -0.3% | +22.9% | -23.2% | -20.4% |
| 3Y | +50.1% | +73.4% | -23.3% | -17.6% |
| 5Y | +74.6% | +56.1% | +18.5% | +7.6% |
| All | +878.4% | +155.0% | +723.4% | +279.7% |
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