+143.0%
POET vs VT
+224.4%
-81.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.1% | +9.1% | +8.7% |
| 7D | +14.5% | -0.7% | +15.2% | +16.4% |
| 30D | -12.8% | -1.7% | -11.0% | -9.8% |
| 3M | -34.9% | -2.3% | -32.6% | -31.7% |
| 6M | -59.8% | +1.5% | -61.3% | -58.4% |
| YTD | -11.7% | +12.0% | -23.7% | -17.1% |
| 1Y | +5.7% | +12.9% | -7.2% | -1.0% |
| 3Y | +323.5% | +74.9% | +248.5% | +173.5% |
| 5Y | -31.0% | +59.9% | -90.9% | -52.8% |
| 10Y | +143.0% | +224.6% | -81.6% | -11.3% |
| All | +143.0% | +224.4% | -81.3% | -11.3% |
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