+1,420.8%
MIDU vs VOO
+812.0%
+608.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -0.2% |
| 7D | +2.9% | +0.5% | +2.4% | +1.2% |
| 30D | -10.1% | -0.9% | -9.2% | -7.2% |
| 3M | +2.1% | +3.9% | -1.8% | -9.3% |
| 6M | +25.7% | +14.5% | +11.2% | -16.8% |
| YTD | +34.3% | +13.0% | +21.4% | -6.3% |
| 1Y | +30.1% | +19.4% | +10.7% | -23.0% |
| 3Y | +88.0% | +78.9% | +9.1% | -63.7% |
| 5Y | +14.0% | +82.3% | -68.3% | -73.7% |
| 10Y | +164.5% | +314.2% | -149.7% | -91.1% |
| All | +1,420.8% | +812.0% | +608.8% | -94.0% |
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