+50.6%
POET vs VRSN
+7.9%
+42.6%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.4% | +8.5% | +7.8% |
| 7D | +5.6% | +0.1% | +5.5% | +5.6% |
| 30D | -2.1% | -0.2% | -1.9% | -1.8% |
| 3M | -48.8% | -0.3% | -48.5% | -47.0% |
| 6M | +15.8% | +23.0% | -7.2% | +27.8% |
| YTD | +25.1% | +21.3% | +3.8% | +37.9% |
| 1Y | +50.6% | +6.7% | +43.8% | +70.5% |
| All | +50.6% | +7.9% | +42.6% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 1y: compounded portfolio wealth divided by compounded VRSN 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…
1y analysis · Full analysis span regression · 6 months rolling