+28.2%
POET vs VSAT
+3.3%
+24.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.6% |
| 7D | +0.4% | -1.3% | +1.7% | +0.7% |
| 30D | -10.4% | -14.8% | +4.4% | -6.3% |
| 3M | -29.3% | +2.2% | -31.5% | -30.1% |
| 6M | +6.9% | +60.2% | -53.3% | -3.8% |
| YTD | +25.6% | +115.6% | -90.0% | +5.3% |
| 1Y | +49.2% | +132.9% | -83.7% | +23.7% |
| 3Y | +128.4% | +216.1% | -87.6% | +57.9% |
| 5Y | -4.2% | +52.9% | -57.1% | -28.7% |
| All | +28.2% | +3.3% | +24.9% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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