+15.2%
MIDU vs VT
+66.2%
-51.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +0.2% | +0.4% | -0.3% | -1.2% |
| 30D | -5.5% | +1.0% | -6.5% | -8.2% |
| 3M | -1.4% | +2.4% | -3.8% | -8.5% |
| 6M | +14.0% | +12.0% | +2.0% | -20.3% |
| YTD | +37.1% | +15.3% | +21.7% | -12.7% |
| 1Y | +34.7% | +22.6% | +12.1% | -29.1% |
| 3Y | +71.7% | +74.7% | -2.9% | -66.4% |
| All | +15.2% | +66.2% | -51.0% | -65.8% |
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