-10.0%
MIDD vs VT
+53.4%
-63.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.6% |
| 7D | +14.8% | -2.3% | +17.1% | +17.8% |
| 30D | +29.7% | -5.0% | +34.7% | +37.6% |
| 3M | +2.4% | -4.9% | +7.3% | +8.4% |
| 6M | +19.1% | -1.5% | +20.6% | +20.4% |
| YTD | +14.1% | +8.5% | +5.6% | +1.6% |
| 1Y | +41.3% | +11.4% | +29.9% | +21.7% |
| 3Y | +45.9% | +70.1% | -24.2% | -27.7% |
| All | -10.0% | +53.4% | -63.4% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling