+14.2%
MIDU price history and return analytics
+65.1%
-50.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.6% | -1.1% |
| 7D | -2.4% | -0.1% | -2.3% | -1.9% |
| 30D | -12.1% | -0.7% | -11.4% | -9.9% |
| 3M | -3.5% | +4.0% | -7.5% | -14.8% |
| 6M | +18.3% | +12.3% | +6.0% | -18.3% |
| YTD | +30.0% | +14.0% | +15.9% | -14.0% |
| 1Y | +29.3% | +20.3% | +9.0% | -27.5% |
| 3Y | +81.8% | +75.4% | +6.4% | -65.0% |
| All | +14.2% | +65.1% | -50.9% | -66.1% |
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