+25.7%
POET vs VT
+222.7%
-197.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | 0.0% | +8.1% | +8.1% |
| 7D | +5.6% | +0.4% | +5.2% | +5.0% |
| 30D | -2.1% | +1.0% | -3.1% | -3.0% |
| 3M | -48.8% | +2.4% | -51.2% | -48.8% |
| 6M | +15.8% | +12.0% | +3.8% | +6.4% |
| YTD | +25.1% | +15.3% | +9.8% | +11.6% |
| 1Y | +50.6% | +22.6% | +28.0% | +26.9% |
| 3Y | +107.9% | +74.7% | +33.2% | +29.8% |
| 5Y | -11.0% | +66.1% | -77.2% | -42.6% |
| All | +25.7% | +222.7% | -197.0% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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