+526.8%
MSTR vs VEU
+144.2%
+382.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -2.5% |
| 7D | -10.7% | +0.5% | -11.2% | -11.4% |
| 30D | -21.6% | -2.3% | -19.3% | -18.1% |
| 3M | +24.4% | -4.4% | +28.8% | +35.5% |
| 6M | -35.5% | -2.2% | -33.3% | -32.0% |
| YTD | -20.3% | +10.9% | -31.3% | -30.5% |
| 1Y | -49.3% | +13.4% | -62.7% | -57.3% |
| 3Y | +137.8% | +69.7% | +68.1% | +14.9% |
| 5Y | +48.3% | +50.0% | -1.7% | -9.7% |
| 10Y | +526.8% | +145.8% | +381.0% | +158.8% |
| All | +526.8% | +144.2% | +382.6% | +158.8% |
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