+128.4%
POET vs VEU
+73.8%
+54.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.6% | +2.0% |
| 7D | +0.4% | -1.4% | +1.8% | +4.2% |
| 30D | -10.4% | -0.4% | -10.0% | -8.7% |
| 3M | -29.3% | +2.5% | -31.9% | -30.8% |
| 6M | +6.9% | +11.1% | -4.3% | -8.4% |
| YTD | +25.6% | +16.5% | +9.1% | -3.6% |
| 1Y | +49.2% | +22.9% | +26.2% | +3.0% |
| 3Y | +128.4% | +73.4% | +55.0% | +16.8% |
| All | +128.4% | +73.8% | +54.7% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling