-24.6%
MIDD vs VOO
+80.3%
-104.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.5% |
| 7D | -5.9% | -2.0% | -4.0% | -3.7% |
| 30D | -11.9% | -1.7% | -10.2% | -10.2% |
| 3M | -14.5% | +4.7% | -19.3% | -19.1% |
| 6M | -12.7% | +12.6% | -25.2% | -24.0% |
| YTD | -11.6% | +11.8% | -23.4% | -22.5% |
| 1Y | -4.7% | +17.5% | -22.3% | -21.4% |
| 3Y | -5.0% | +77.0% | -82.0% | -52.0% |
| 5Y | -24.6% | +82.6% | -107.2% | -64.2% |
| All | -24.6% | +80.3% | -104.9% | -64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling