+1,048.1%
MSTR vs VXUS
+161.9%
+886.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -2.7% |
| 7D | -10.7% | +0.5% | -11.2% | -11.2% |
| 30D | -21.6% | -2.5% | -19.0% | -18.3% |
| 3M | +24.4% | -4.6% | +29.0% | +34.3% |
| 6M | -35.5% | -2.6% | -32.8% | -31.9% |
| YTD | -20.3% | +10.4% | -30.7% | -28.1% |
| 1Y | -49.3% | +12.9% | -62.2% | -55.6% |
| 3Y | +137.8% | +68.4% | +69.4% | +31.8% |
| 5Y | +48.3% | +47.7% | +0.6% | +5.1% |
| 10Y | +526.8% | +142.2% | +384.6% | +178.4% |
| All | +1,048.1% | +161.9% | +886.2% | +357.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling