-20.0%
POET vs VSAT
+244.6%
-264.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.9% | +3.2% | -2.0% |
| 7D | +9.7% | +3.5% | +6.2% | +8.9% |
| 30D | -6.5% | -14.7% | +8.2% | -2.5% |
| 3M | -25.7% | +13.2% | -38.9% | -28.5% |
| 6M | +19.6% | +57.4% | -37.8% | +8.8% |
| YTD | +26.4% | +110.0% | -83.6% | +7.5% |
| 1Y | +50.1% | +134.4% | -84.3% | +25.2% |
| 3Y | +127.9% | +203.5% | -75.6% | +60.0% |
| 5Y | -5.9% | +47.1% | -53.0% | -28.9% |
| 10Y | +31.1% | +0.4% | +30.8% | -1.2% |
| All | -20.0% | +244.6% | -264.6% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling