-20.0%
POET vs VEU
+173.8%
-193.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -3.0% | -3.2% |
| 7D | +9.7% | +0.3% | +9.4% | +9.6% |
| 30D | -6.5% | +0.7% | -7.2% | -6.7% |
| 3M | -25.7% | +4.7% | -30.4% | -26.9% |
| 6M | +19.6% | +11.6% | +7.9% | +15.5% |
| YTD | +26.4% | +16.8% | +9.6% | +19.1% |
| 1Y | +50.1% | +24.9% | +25.2% | +36.7% |
| 3Y | +127.9% | +75.7% | +52.2% | +77.8% |
| 5Y | -5.9% | +56.1% | -62.0% | -22.5% |
| 10Y | +31.1% | +153.6% | -122.5% | -10.8% |
| All | -20.0% | +173.8% | -193.8% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling