+2,439.9%
MIDU vs VT
+570.1%
+1,869.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.2% |
| 7D | -6.0% | -2.3% | -3.7% | +1.5% |
| 30D | -4.4% | -5.0% | +0.6% | +12.4% |
| 3M | -19.6% | -4.9% | -14.7% | -5.3% |
| 6M | -15.3% | -1.5% | -13.7% | -9.9% |
| YTD | +15.4% | +8.5% | +6.9% | -7.3% |
| 1Y | +24.2% | +11.4% | +12.8% | -7.3% |
| 3Y | +91.9% | +70.1% | +21.8% | -53.1% |
| 5Y | -19.1% | +53.7% | -72.8% | -64.9% |
| 10Y | +176.6% | +220.0% | -43.4% | -70.5% |
| All | +2,439.9% | +570.1% | +1,869.8% | -28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling