-18.0%
POET vs VTEB
+0.4%
-18.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.4% | -4.6% | -5.5% |
| 7D | -16.4% | +0.9% | -17.3% | -19.0% |
| 30D | -37.5% | +3.7% | -41.2% | -45.9% |
| 3M | -43.1% | -0.8% | -42.2% | -34.6% |
| 6M | -31.4% | -0.9% | -30.5% | -20.3% |
| YTD | -22.9% | -0.1% | -22.8% | -25.2% |
| 1Y | -18.0% | +0.2% | -18.2% | -22.1% |
| All | -18.0% | +0.4% | -18.4% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling