+142.4%
POET vs VOO
+807.8%
-665.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.3% | -3.3% |
| 7D | +9.7% | -0.4% | +10.1% | +10.1% |
| 30D | -6.5% | -1.4% | -5.2% | -5.1% |
| 3M | -25.7% | +3.7% | -29.4% | -27.4% |
| 6M | +19.6% | +13.0% | +6.5% | +10.1% |
| YTD | +26.4% | +12.4% | +13.9% | +17.4% |
| 1Y | +50.1% | +18.6% | +31.5% | +34.1% |
| 3Y | +127.9% | +78.1% | +49.9% | +50.4% |
| 5Y | -5.9% | +82.3% | -88.1% | -40.1% |
| 10Y | +31.1% | +322.5% | -291.4% | -56.1% |
| All | +142.4% | +807.8% | -665.4% | -45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling