+677.4%
MSTR vs VEU
+150.1%
+527.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -1.6% |
| 7D | +7.7% | +0.3% | +7.4% | +7.5% |
| 30D | +36.3% | +0.7% | +35.7% | +35.7% |
| 3M | +13.4% | +4.7% | +8.7% | +6.5% |
| 6M | -4.5% | +11.6% | -16.1% | -18.8% |
| YTD | -12.7% | +16.8% | -29.5% | -30.2% |
| 1Y | -59.6% | +24.9% | -84.5% | -70.8% |
| 3Y | +272.5% | +75.7% | +196.7% | +70.1% |
| 5Y | +107.1% | +56.1% | +51.0% | +17.4% |
| 10Y | +677.4% | +153.6% | +523.8% | +209.5% |
| All | +677.4% | +150.1% | +527.3% | +209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling