+2,714.0%
MIDU price history and return analytics
+592.1%
+2,121.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | -1.2% |
| 7D | -0.4% | -0.7% | +0.3% | +2.6% |
| 30D | +4.4% | -1.7% | +6.2% | +11.2% |
| 3M | -14.2% | -2.3% | -11.9% | -6.8% |
| 6M | -2.8% | +1.5% | -4.3% | -5.7% |
| YTD | +27.9% | +12.0% | +15.8% | -6.7% |
| 1Y | +30.9% | +12.9% | +18.0% | -5.9% |
| 3Y | +116.9% | +74.9% | +42.0% | -51.3% |
| 5Y | -9.2% | +59.9% | -69.1% | -65.0% |
| 10Y | +160.2% | +224.6% | -64.4% | -73.5% |
| All | +2,714.0% | +592.1% | +2,121.9% | -27.7% |
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