+28.2%
POET vs VIG
+250.0%
-221.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +3.8% |
| 7D | +0.4% | -1.1% | +1.4% | +1.6% |
| 30D | -10.4% | -2.7% | -7.6% | -7.6% |
| 3M | -29.3% | +2.5% | -31.9% | -31.1% |
| 6M | +6.9% | +9.2% | -2.4% | -0.9% |
| YTD | +25.6% | +9.8% | +15.8% | +16.1% |
| 1Y | +49.2% | +12.4% | +36.8% | +36.2% |
| 3Y | +128.4% | +55.9% | +72.6% | +61.0% |
| 5Y | -4.2% | +63.9% | -68.2% | -36.3% |
| All | +28.2% | +250.0% | -221.8% | -31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling