+8.8%
MIDD vs VOO
+325.3%
-316.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +1.5% |
| 7D | -3.1% | -0.8% | -2.3% | -2.2% |
| 30D | -8.9% | -1.1% | -7.9% | -7.8% |
| 3M | -14.8% | +3.9% | -18.6% | -18.4% |
| 6M | -10.5% | +13.6% | -24.1% | -22.7% |
| YTD | -9.4% | +12.7% | -22.2% | -21.1% |
| 1Y | -3.0% | +17.6% | -20.6% | -19.6% |
| 3Y | -2.4% | +77.3% | -79.8% | -49.6% |
| 5Y | -22.7% | +84.1% | -106.9% | -61.6% |
| All | +8.8% | +325.3% | -316.5% | -78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling