+1,314.7%
MSTR vs VEA
+154.9%
+1,159.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -2.8% |
| 7D | -10.7% | 0.0% | -10.7% | -10.6% |
| 30D | -21.6% | -1.4% | -20.1% | -20.0% |
| 3M | +24.4% | -4.1% | +28.5% | +31.2% |
| 6M | -35.5% | -1.3% | -34.1% | -33.6% |
| YTD | -20.3% | +12.1% | -32.4% | -27.2% |
| 1Y | -49.3% | +16.1% | -65.4% | -55.4% |
| 3Y | +137.8% | +73.0% | +64.8% | +48.0% |
| 5Y | +48.3% | +55.1% | -6.8% | +11.0% |
| 10Y | +526.8% | +156.9% | +369.9% | +218.1% |
| All | +1,314.7% | +154.9% | +1,159.8% | +618.5% |
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 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