+2,604.3%
MSFT vs VEU
+176.7%
+2,427.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -3.0% |
| 7D | -6.2% | -0.5% | -5.7% | -5.9% |
| 30D | -3.7% | -1.0% | -2.7% | -2.9% |
| 3M | +3.6% | -3.6% | +7.2% | +6.6% |
| 6M | +26.8% | -1.2% | +28.0% | +27.3% |
| YTD | +8.4% | +12.0% | -3.5% | -2.2% |
| 1Y | +3.3% | +13.9% | -10.6% | -8.1% |
| 3Y | +44.3% | +71.3% | -27.0% | -8.2% |
| 5Y | +63.3% | +50.3% | +13.0% | +16.0% |
| 10Y | +894.4% | +150.3% | +744.1% | +388.4% |
| All | +2,604.3% | +176.7% | +2,427.6% | +1,002.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling