+43.1%
MIDD vs VT
+217.6%
-174.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | +12.7% | -0.1% | +12.8% | +12.5% |
| 30D | +30.5% | -3.1% | +33.6% | +35.1% |
| 3M | +6.1% | -3.5% | +9.6% | +10.3% |
| 6M | +4.4% | +0.5% | +3.9% | +3.0% |
| YTD | +15.6% | +10.8% | +4.8% | +0.5% |
| 1Y | +39.5% | +11.9% | +27.7% | +19.9% |
| 3Y | +43.0% | +73.0% | -30.0% | -29.4% |
| 5Y | -8.4% | +58.6% | -67.0% | -48.9% |
| 10Y | +43.1% | +219.2% | -176.1% | -69.2% |
| All | +43.1% | +217.6% | -174.5% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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