-59.6%
MSTR vs VEA
+26.2%
-85.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.2% |
| 7D | +7.7% | +0.3% | +7.4% | +7.5% |
| 30D | +36.3% | +0.4% | +35.9% | +36.3% |
| 3M | +13.4% | +4.8% | +8.6% | +5.4% |
| 6M | -4.5% | +11.3% | -15.8% | -19.4% |
| YTD | -12.7% | +17.4% | -30.0% | -34.7% |
| 1Y | -59.6% | +26.2% | -85.8% | -74.5% |
| All | -59.6% | +26.2% | -85.9% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling