+1,329.7%
MSTR vs VEA
+157.0%
+1,172.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.2% |
| 7D | -14.2% | -1.3% | -12.9% | -12.9% |
| 30D | -19.9% | 0.0% | -19.8% | -19.5% |
| 3M | +27.3% | -3.6% | +30.9% | +33.5% |
| 6M | -37.6% | -0.5% | -37.1% | -36.3% |
| YTD | -19.5% | +13.0% | -32.5% | -27.1% |
| 1Y | -47.1% | +16.3% | -63.4% | -53.5% |
| 3Y | +140.3% | +74.4% | +65.9% | +48.3% |
| 5Y | +49.5% | +55.8% | -6.3% | +11.3% |
| 10Y | +521.9% | +161.1% | +360.8% | +211.1% |
| All | +1,329.7% | +157.0% | +1,172.7% | +620.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling