+40.6%
MIDD vs VT
+11.9%
+28.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -1.0% | +2.4% | -3.3% | -3.1% |
| 30D | +27.3% | -1.5% | +28.8% | +28.6% |
| 3M | +15.5% | -4.1% | +19.6% | +20.1% |
| 6M | +13.9% | +0.6% | +13.4% | +12.2% |
| YTD | +13.0% | +11.0% | +2.0% | -3.0% |
| 1Y | +40.6% | +13.3% | +27.2% | +17.3% |
| All | +40.6% | +11.9% | +28.7% | +17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling