+1,568.6%
MSTR vs VEA
+170.4%
+1,398.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.8% |
| 7D | +12.2% | +1.0% | +11.2% | +11.3% |
| 30D | +45.2% | +1.9% | +43.2% | +42.9% |
| 3M | +10.4% | +3.2% | +7.2% | +7.8% |
| 6M | -2.5% | +10.2% | -12.7% | -10.6% |
| YTD | -6.0% | +18.9% | -24.9% | -19.7% |
| 1Y | -56.4% | +29.3% | -85.7% | -65.7% |
| 3Y | +306.3% | +76.8% | +229.5% | +145.5% |
| 5Y | +100.5% | +61.2% | +39.3% | +43.1% |
| 10Y | +741.1% | +163.3% | +577.8% | +309.8% |
| All | +1,568.6% | +170.4% | +1,398.2% | +692.8% |
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