-16.9%
POET vs VRSN
+786.0%
-802.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.4% | +8.3% | +5.6% |
| 7D | +17.0% | -2.1% | +19.2% | +17.5% |
| 30D | -6.7% | -3.9% | -2.8% | -6.2% |
| 3M | -32.3% | -0.1% | -32.2% | -32.8% |
| 6M | +32.3% | +16.4% | +15.9% | +26.6% |
| YTD | +31.3% | +17.2% | +14.0% | +24.8% |
| 1Y | +55.3% | +1.0% | +54.3% | +52.5% |
| 3Y | +136.8% | +39.1% | +97.7% | +114.3% |
| 5Y | -2.2% | +29.0% | -31.2% | -11.2% |
| 10Y | +34.0% | +275.8% | -241.8% | +3.4% |
| All | -16.9% | +786.0% | -802.9% | -32.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling