+28.8%
VCIT vs POET
+24.6%
+4.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.7% |
| 7D | -1.0% | +3.7% | -4.7% | -1.1% |
| 30D | -1.3% | -11.5% | +10.2% | -1.3% |
| 3M | -1.6% | -30.8% | +29.2% | -1.4% |
| 6M | -2.3% | +8.6% | -10.9% | -2.7% |
| YTD | -1.7% | +20.1% | -21.8% | -2.3% |
| 1Y | -0.7% | +35.7% | -36.5% | -1.5% |
| 3Y | +18.1% | +116.5% | -98.4% | +16.0% |
| 5Y | +2.4% | -8.4% | +10.8% | +0.8% |
| All | +28.8% | +24.6% | +4.2% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 10y: compounded portfolio wealth divided by compounded POET 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…
10y analysis · Full analysis span regression · 6 months rolling