+163.5%
MIDU price history and return analytics
+226.9%
-63.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | +0.1% |
| 7D | -7.5% | -2.0% | -5.5% | -0.9% |
| 30D | -15.2% | -1.4% | -13.8% | -10.8% |
| 3M | -2.0% | +4.7% | -6.7% | -15.9% |
| 6M | +16.5% | +11.4% | +5.1% | -17.9% |
| YTD | +26.3% | +13.1% | +13.3% | -14.8% |
| 1Y | +25.9% | +19.0% | +6.8% | -27.6% |
| 3Y | +76.8% | +73.9% | +2.8% | -66.2% |
| 5Y | +11.0% | +65.4% | -54.4% | -67.4% |
| All | +163.5% | +226.9% | -63.4% | -82.4% |
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