+1,028.6%
MIDD price history and return analytics
+346.0%
+682.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.6% |
| 7D | +14.8% | -2.3% | +17.1% | +17.5% |
| 30D | +29.7% | -5.0% | +34.7% | +36.8% |
| 3M | +2.4% | -4.9% | +7.3% | +7.8% |
| 6M | +19.1% | -1.5% | +20.6% | +20.5% |
| YTD | +14.1% | +8.5% | +5.6% | +3.7% |
| 1Y | +41.3% | +11.4% | +29.9% | +24.8% |
| 3Y | +45.9% | +70.1% | -24.2% | -18.6% |
| 5Y | -8.8% | +53.7% | -62.5% | -42.2% |
| 10Y | +48.4% | +220.0% | -171.6% | -54.8% |
| All | +1,028.6% | +346.0% | +682.6% | +160.7% |
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