-13.8%
MIDU vs VT
+57.0%
-70.8%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | +0.6% |
| 7D | +6.7% | +2.4% | +4.3% | -0.8% |
| 30D | +4.5% | -1.5% | +6.0% | +10.6% |
| 3M | -19.3% | -4.1% | -15.2% | -6.4% |
| 6M | -3.8% | +0.6% | -4.4% | -4.3% |
| YTD | +23.2% | +11.0% | +12.1% | -10.4% |
| 1Y | +32.0% | +13.3% | +18.7% | -9.8% |
| 3Y | +109.8% | +73.4% | +36.4% | -58.4% |
| All | -13.8% | +57.0% | -70.8% | -68.9% |
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