+118.4%
POET vs VOO
+75.9%
+42.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -3.5% |
| 7D | +3.7% | -2.0% | +5.7% | +9.0% |
| 30D | -11.5% | -1.7% | -9.9% | -7.5% |
| 3M | -30.8% | +4.7% | -35.5% | -36.2% |
| 6M | +8.6% | +12.6% | -4.0% | -9.9% |
| YTD | +20.1% | +11.8% | +8.3% | +1.6% |
| 1Y | +35.7% | +17.5% | +18.2% | +6.2% |
| All | +118.4% | +75.9% | +42.5% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling