+169.3%
MIDU vs VOO
+325.3%
-156.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | -0.5% |
| 7D | -5.8% | -0.8% | -5.0% | -3.4% |
| 30D | -14.4% | -1.1% | -13.4% | -11.2% |
| 3M | -7.0% | +3.9% | -10.9% | -17.4% |
| 6M | +20.1% | +13.6% | +6.5% | -18.3% |
| YTD | +29.1% | +12.7% | +16.4% | -9.0% |
| 1Y | +22.7% | +17.6% | +5.1% | -23.5% |
| 3Y | +79.9% | +77.3% | +2.6% | -63.9% |
| 5Y | +13.5% | +84.1% | -70.6% | -74.4% |
| All | +169.3% | +325.3% | -156.0% | -91.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling