+28.2%
POET vs VRSN
+299.1%
-270.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.3% |
| 7D | +0.4% | +0.2% | +0.2% | +0.2% |
| 30D | -10.4% | +3.8% | -14.1% | -11.4% |
| 3M | -29.3% | +5.0% | -34.3% | -30.9% |
| 6M | +6.9% | +24.9% | -18.0% | -2.2% |
| YTD | +25.6% | +21.6% | +4.0% | +15.0% |
| 1Y | +49.2% | +2.4% | +46.7% | +45.3% |
| 3Y | +128.4% | +47.3% | +81.1% | +90.2% |
| 5Y | -4.2% | +34.7% | -39.0% | -19.8% |
| All | +28.2% | +299.1% | -270.8% | +6.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling