-18.0%
POET vs VO
+16.3%
-34.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -7.5% |
| 7D | -16.4% | +1.0% | -17.4% | -19.8% |
| 30D | -37.5% | +2.6% | -40.1% | -43.7% |
| 3M | -43.1% | -0.3% | -42.8% | -41.7% |
| 6M | -31.4% | +7.6% | -39.0% | -43.9% |
| YTD | -22.9% | +14.7% | -37.6% | -50.7% |
| 1Y | -18.0% | +16.4% | -34.4% | -49.3% |
| All | -18.0% | +16.3% | -34.3% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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