+6.5%
MIDD price history and return analytics
+229.7%
-223.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -1.7% |
| 7D | -5.8% | -0.1% | -5.6% | -5.6% |
| 30D | -18.7% | -0.7% | -18.0% | -18.0% |
| 3M | -18.4% | +4.0% | -22.4% | -22.4% |
| 6M | -12.1% | +12.3% | -24.4% | -24.3% |
| YTD | -11.4% | +14.0% | -25.5% | -25.3% |
| 1Y | -5.0% | +20.3% | -25.3% | -25.2% |
| 3Y | -4.8% | +75.4% | -80.3% | -53.4% |
| 5Y | -25.0% | +66.0% | -91.0% | -60.3% |
| All | +6.5% | +229.7% | -223.2% | -75.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling