+180.5%
MSTR vs VEU
+64.7%
+115.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.7% |
| 7D | -1.2% | -1.6% | +0.4% | +2.7% |
| 30D | -15.9% | -4.3% | -11.6% | -6.7% |
| 3M | +33.1% | -5.8% | +39.0% | +54.0% |
| 6M | -31.0% | -4.4% | -26.6% | -22.6% |
| YTD | -15.1% | +8.7% | -23.8% | -27.6% |
| 1Y | -45.6% | +12.6% | -58.3% | -57.4% |
| 3Y | +180.5% | +65.2% | +115.3% | +28.3% |
| All | +180.5% | +64.7% | +115.8% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling