-1.4%
VCIT vs POET
+4.7%
-6.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | -0.2% |
| 7D | -1.4% | +1.2% | -2.6% | -1.4% |
| 30D | +0.6% | -12.2% | +12.7% | +0.6% |
| 3M | -2.2% | -42.4% | +40.2% | -1.9% |
| 6M | -2.3% | -64.3% | +62.0% | -1.9% |
| YTD | -2.2% | -19.0% | +16.8% | -2.5% |
| 1Y | -1.4% | +9.1% | -10.5% | -2.1% |
| All | -1.4% | +4.7% | -6.1% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling