-1.9%
POET vs VOO
+82.8%
-84.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +3.3% |
| 7D | +0.4% | -0.8% | +1.1% | +1.6% |
| 30D | -10.4% | -1.1% | -9.3% | -8.7% |
| 3M | -29.3% | +3.9% | -33.2% | -31.8% |
| 6M | +6.9% | +13.6% | -6.8% | -5.5% |
| YTD | +25.6% | +12.7% | +12.9% | +12.7% |
| 1Y | +49.2% | +17.6% | +31.6% | +29.1% |
| 3Y | +128.4% | +77.3% | +51.1% | +46.8% |
| All | -1.9% | +82.8% | -84.7% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling