-18.0%
POET vs VIG
+19.5%
-37.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -11.7% |
| 7D | -16.4% | +2.7% | -19.2% | -25.0% |
| 30D | -37.5% | +7.0% | -44.5% | -52.8% |
| 3M | -43.1% | +4.0% | -47.1% | -51.7% |
| 6M | -31.4% | +12.3% | -43.6% | -56.5% |
| YTD | -22.9% | +16.4% | -39.3% | -58.5% |
| 1Y | -18.0% | +19.2% | -37.2% | -60.5% |
| All | -18.0% | +19.5% | -37.5% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling