-20.5%
POET vs VYM
+541.4%
-561.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +3.9% | +4.1% |
| 7D | +0.4% | -0.8% | +1.2% | +1.0% |
| 30D | -10.4% | -2.2% | -8.1% | -8.8% |
| 3M | -29.3% | +3.1% | -32.4% | -30.8% |
| 6M | +6.9% | +9.7% | -2.9% | +1.1% |
| YTD | +25.6% | +14.9% | +10.7% | +15.3% |
| 1Y | +49.2% | +17.6% | +31.6% | +36.0% |
| 3Y | +128.4% | +65.3% | +63.1% | +71.0% |
| 5Y | -4.2% | +78.7% | -82.9% | -31.7% |
| 10Y | +30.3% | +208.2% | -177.9% | -28.6% |
| All | -20.5% | +541.4% | -561.9% | -61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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