+28.2%
POET vs VO
+200.3%
-172.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +3.8% |
| 7D | +0.4% | -1.5% | +1.9% | +2.1% |
| 30D | -10.4% | -3.0% | -7.3% | -7.1% |
| 3M | -29.3% | +2.8% | -32.2% | -30.5% |
| 6M | +6.9% | +10.9% | -4.1% | -0.8% |
| YTD | +25.6% | +12.5% | +13.1% | +15.6% |
| 1Y | +49.2% | +12.0% | +37.2% | +39.6% |
| 3Y | +128.4% | +56.3% | +72.2% | +65.9% |
| 5Y | -4.2% | +42.9% | -47.2% | -26.8% |
| All | +28.2% | +200.3% | -172.0% | -32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling