-8.4%
POET vs VRSN
+32.1%
-40.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.1% |
| 7D | +3.7% | -1.5% | +5.2% | +3.8% |
| 30D | -11.5% | +0.7% | -12.2% | -11.6% |
| 3M | -30.8% | +0.6% | -31.3% | -30.8% |
| 6M | +8.6% | +21.7% | -13.2% | +3.2% |
| YTD | +20.1% | +20.0% | +0.1% | +14.0% |
| 1Y | +35.7% | +3.2% | +32.6% | +34.8% |
| 3Y | +116.5% | +42.4% | +74.1% | +89.7% |
| 5Y | -8.4% | +33.0% | -41.4% | -21.1% |
| All | -8.4% | +32.1% | -40.5% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling