+709.3%
IVV vs POET
-16.9%
+726.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -0.7% |
| 7D | +0.5% | +17.0% | -16.5% | +0.1% |
| 30D | -1.0% | -6.7% | +5.8% | -0.8% |
| 3M | +3.9% | -32.3% | +36.2% | +4.6% |
| 6M | +14.5% | +32.3% | -17.8% | +11.8% |
| YTD | +12.9% | +31.3% | -18.4% | +10.0% |
| 1Y | +19.4% | +55.3% | -36.0% | +15.3% |
| 3Y | +78.8% | +136.8% | -57.9% | +66.7% |
| 5Y | +82.2% | -2.2% | +84.4% | +71.3% |
| 10Y | +313.7% | +34.0% | +279.6% | +274.9% |
| All | +709.3% | -16.9% | +726.2% | +630.0% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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