-59.6%
MSTR vs VEU
+25.0%
-84.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -1.3% |
| 7D | +7.7% | +0.3% | +7.4% | +7.4% |
| 30D | +36.3% | +0.7% | +35.7% | +35.6% |
| 3M | +13.4% | +4.7% | +8.7% | +5.5% |
| 6M | -4.5% | +11.6% | -16.1% | -20.4% |
| YTD | -12.7% | +16.8% | -29.5% | -34.2% |
| 1Y | -59.6% | +24.9% | -84.5% | -74.6% |
| All | -59.6% | +25.0% | -84.6% | -74.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling