-42.3%
MSTR vs VXUS
+16.4%
-58.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.0% | +3.1% | +1.3% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -13.3% | -2.3% | -11.0% | -8.9% |
| 3M | +46.0% | -2.8% | +48.8% | +56.0% |
| 6M | -22.4% | +2.6% | -25.1% | -24.5% |
| YTD | -6.2% | +12.0% | -18.2% | -21.5% |
| 1Y | -42.3% | +16.5% | -58.8% | -54.3% |
| All | -42.3% | +16.4% | -58.7% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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