+40.9%
MSTR vs VXUS
+46.3%
-5.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -4.2% |
| 7D | -11.5% | +2.3% | -13.8% | -16.6% |
| 30D | -24.8% | -2.2% | -22.6% | -20.0% |
| 3M | +20.6% | -5.4% | +26.1% | +40.3% |
| 6M | -38.0% | -1.2% | -36.7% | -35.4% |
| YTD | -24.7% | +10.4% | -35.1% | -40.8% |
| 1Y | -49.1% | +11.8% | -60.9% | -61.4% |
| 3Y | +124.7% | +68.4% | +56.3% | -40.5% |
| 5Y | +40.9% | +45.9% | -4.9% | -36.8% |
| All | +40.9% | +46.3% | -5.4% | -36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling