+616.4%
MIDD vs VOO
+817.1%
-200.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -17.4% | +0.1% | -17.5% | -17.5% |
| 3M | -10.8% | +2.0% | -12.8% | -12.9% |
| 6M | -13.5% | +13.0% | -26.5% | -25.0% |
| YTD | -6.6% | +13.6% | -20.2% | -19.6% |
| 1Y | -2.0% | +20.1% | -22.1% | -21.1% |
| 3Y | -5.2% | +77.6% | -82.8% | -51.8% |
| 5Y | -22.8% | +82.4% | -105.3% | -61.7% |
| 10Y | +7.9% | +316.8% | -308.9% | -79.8% |
| All | +616.4% | +817.1% | -200.7% | -49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling