+19.6%
POET vs VIG
+9.7%
+9.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -1.4% |
| 7D | +9.7% | -1.2% | +10.9% | +15.0% |
| 30D | -6.5% | -2.8% | -3.7% | +5.7% |
| 3M | -25.7% | +2.5% | -28.2% | -35.6% |
| 6M | +19.6% | +8.1% | +11.5% | -10.4% |
| All | +19.6% | +9.7% | +9.9% | -10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling