+46.2%
MSTR vs VEA
+53.9%
-7.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.9% | -5.5% | -9.3% |
| 7D | -4.0% | +0.4% | -4.4% | -5.0% |
| 30D | -18.6% | -0.7% | -18.0% | -17.0% |
| 3M | +25.6% | -3.9% | +29.5% | +39.1% |
| 6M | -33.1% | -0.6% | -32.5% | -31.6% |
| YTD | -17.3% | +12.9% | -30.3% | -37.6% |
| 1Y | -48.1% | +18.4% | -66.5% | -65.3% |
| 3Y | +154.2% | +75.3% | +78.9% | -33.6% |
| 5Y | +46.2% | +54.3% | -8.1% | -41.5% |
| All | +46.2% | +53.9% | -7.7% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling