+1,025.3%
MIDD price history and return analytics
+360.7%
+664.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -2.8% |
| 7D | +6.7% | -0.7% | +7.4% | +7.2% |
| 30D | +29.2% | -1.7% | +30.9% | +31.2% |
| 3M | +13.4% | -2.3% | +15.7% | +15.8% |
| 6M | +8.3% | +1.5% | +6.8% | +5.9% |
| YTD | +13.8% | +12.0% | +1.7% | -0.3% |
| 1Y | +37.1% | +12.9% | +24.2% | +19.2% |
| 3Y | +40.7% | +74.9% | -34.2% | -24.0% |
| 5Y | -8.4% | +59.9% | -68.3% | -44.5% |
| 10Y | +39.8% | +224.6% | -184.8% | -58.2% |
| All | +1,025.3% | +360.7% | +664.7% | +150.5% |
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 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