+2,610.1%
MIDU price history and return analytics
+585.9%
+2,024.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | +0.5% |
| 7D | +6.7% | +2.4% | +4.3% | -0.3% |
| 30D | +4.5% | -1.5% | +6.0% | +10.4% |
| 3M | -19.3% | -4.1% | -15.2% | -7.0% |
| 6M | -3.8% | +0.6% | -4.4% | -3.9% |
| YTD | +23.2% | +11.0% | +12.1% | -7.6% |
| 1Y | +32.0% | +13.3% | +18.7% | -6.4% |
| 3Y | +109.8% | +73.4% | +36.4% | -51.6% |
| 5Y | -13.4% | +57.4% | -70.8% | -65.0% |
| 10Y | +150.6% | +221.7% | -71.1% | -73.8% |
| All | +2,610.1% | +585.9% | +2,024.1% | -28.4% |
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 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