-29.6%
POET vs VT
+346.0%
-375.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | +0.2% | +18.8% | +18.8% |
| 7D | -2.5% | -2.3% | -0.2% | -0.5% |
| 30D | -31.7% | -5.0% | -26.7% | -28.6% |
| 3M | -40.6% | -4.9% | -35.7% | -37.7% |
| 6M | -47.8% | -1.5% | -46.3% | -45.5% |
| YTD | -19.9% | +8.5% | -28.4% | -20.7% |
| 1Y | -4.7% | +11.4% | -16.1% | -6.9% |
| 3Y | +275.6% | +70.1% | +205.5% | +198.4% |
| 5Y | -38.2% | +53.7% | -91.9% | -48.8% |
| 10Y | +111.2% | +220.0% | -108.7% | +27.6% |
| All | -29.6% | +346.0% | -375.6% | -56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling