-16.9%
POET vs VO
+499.0%
-515.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.3% |
| 7D | +17.0% | +0.6% | +16.4% | +16.5% |
| 30D | -6.7% | -1.1% | -5.7% | -5.9% |
| 3M | -32.3% | +4.5% | -36.9% | -33.8% |
| 6M | +32.3% | +11.1% | +21.3% | +26.2% |
| YTD | +31.3% | +13.5% | +17.7% | +23.9% |
| 1Y | +55.3% | +14.5% | +40.8% | +47.1% |
| 3Y | +136.8% | +58.1% | +78.6% | +91.9% |
| 5Y | -2.2% | +43.3% | -45.5% | -17.4% |
| 10Y | +34.0% | +193.2% | -159.2% | -16.3% |
| All | -16.9% | +499.0% | -515.9% | -46.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling