-1.9%
POET vs VTEB
+1.2%
-3.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.4% | +4.3% | +4.1% |
| 7D | +0.4% | -0.9% | +1.3% | +1.8% |
| 30D | -10.4% | -2.5% | -7.9% | -7.0% |
| 3M | -29.3% | -3.0% | -26.4% | -26.2% |
| 6M | +6.9% | -2.1% | +9.0% | +10.6% |
| YTD | +25.6% | -1.5% | +27.1% | +29.0% |
| 1Y | +49.2% | +0.2% | +49.0% | +50.6% |
| 3Y | +128.4% | +8.6% | +119.9% | +135.4% |
| All | -1.9% | +1.2% | -3.1% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling