+1,046.4%
MSTR vs VEU
+192.1%
+854.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.9% |
| 7D | +12.2% | +1.1% | +11.0% | +11.0% |
| 30D | +45.2% | +2.2% | +43.0% | +42.6% |
| 3M | +10.4% | +3.0% | +7.4% | +8.1% |
| 6M | -2.5% | +10.9% | -13.3% | -10.9% |
| YTD | -6.0% | +18.2% | -24.2% | -18.9% |
| 1Y | -56.4% | +28.3% | -84.7% | -65.2% |
| 3Y | +306.3% | +74.6% | +231.7% | +152.6% |
| 5Y | +100.5% | +56.4% | +44.1% | +49.5% |
| 10Y | +741.1% | +153.0% | +588.1% | +336.1% |
| All | +1,046.4% | +192.1% | +854.3% | +424.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling