-8.4%
POET vs VSAT
+50.0%
-58.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.5% | -7.5% | -5.7% |
| 7D | +3.7% | +3.4% | +0.3% | +2.8% |
| 30D | -11.5% | -12.2% | +0.7% | -8.2% |
| 3M | -30.8% | +20.6% | -51.4% | -34.6% |
| 6M | +8.6% | +60.2% | -51.6% | -2.0% |
| YTD | +20.1% | +115.3% | -95.2% | +1.4% |
| 1Y | +35.7% | +154.6% | -118.8% | +11.7% |
| 3Y | +116.5% | +211.2% | -94.6% | +55.8% |
| 5Y | -8.4% | +52.7% | -61.1% | -18.0% |
| All | -8.4% | +50.0% | -58.4% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling