+283.2%
MSTR vs VEA
+79.2%
+204.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -3.6% |
| 7D | +9.3% | +1.9% | +7.5% | +5.7% |
| 30D | +36.5% | +0.8% | +35.7% | +35.4% |
| 3M | +7.3% | +5.7% | +1.6% | -3.0% |
| 6M | +2.2% | +13.3% | -11.1% | -19.8% |
| YTD | -10.2% | +18.4% | -28.6% | -35.3% |
| 1Y | -58.6% | +27.0% | -85.6% | -74.3% |
| 3Y | +283.2% | +79.3% | +203.9% | +34.4% |
| All | +283.2% | +79.2% | +204.0% | +34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling