+58.3%
IVZ vs POET
+24.6%
+33.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.2% |
| 7D | -2.4% | +3.7% | -6.1% | -2.6% |
| 30D | +2.5% | -11.5% | +14.0% | +3.2% |
| 3M | +17.1% | -30.8% | +47.8% | +19.0% |
| 6M | +35.1% | +8.6% | +26.6% | +28.1% |
| YTD | +24.3% | +20.1% | +4.2% | +16.5% |
| 1Y | +48.7% | +35.7% | +13.0% | +36.6% |
| 3Y | +135.6% | +116.5% | +19.1% | +95.8% |
| 5Y | +60.3% | -8.4% | +68.8% | +37.4% |
| All | +58.3% | +24.6% | +33.7% | +25.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling