-23.3%
MIDD price history and return analytics
+66.2%
-89.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -2.7% | +1.0% | -3.7% | -3.9% |
| 30D | -19.2% | -0.2% | -19.0% | -19.0% |
| 3M | -14.3% | +4.5% | -18.8% | -19.0% |
| 6M | -10.4% | +14.1% | -24.5% | -24.5% |
| YTD | -9.2% | +14.8% | -23.9% | -24.2% |
| 1Y | -4.8% | +21.2% | -26.0% | -25.9% |
| 3Y | -2.4% | +76.6% | -79.0% | -53.2% |
| 5Y | -23.3% | +66.6% | -89.9% | -62.1% |
| All | -23.3% | +66.2% | -89.5% | -62.1% |
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 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