-38.2%
POET vs VT
+53.4%
-91.6%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | +0.2% | +18.8% | +18.6% |
| 7D | -2.5% | -2.3% | -0.2% | +2.2% |
| 30D | -31.7% | -5.0% | -26.7% | -24.3% |
| 3M | -40.6% | -4.9% | -35.7% | -33.7% |
| 6M | -47.8% | -1.5% | -46.3% | -42.6% |
| YTD | -19.9% | +8.5% | -28.4% | -22.1% |
| 1Y | -4.7% | +11.4% | -16.1% | -10.0% |
| 3Y | +275.6% | +70.1% | +205.5% | +147.8% |
| All | -38.2% | +53.4% | -91.6% | -57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling