-1.5%
VCIT vs POET
-1.3%
-0.1%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.8% | +6.1% | -0.6% |
| 7D | -1.4% | +22.3% | -23.7% | -1.5% |
| 30D | +0.8% | -17.6% | +18.4% | +0.9% |
| 3M | -1.7% | -41.3% | +39.5% | -1.5% |
| 6M | -2.1% | -62.1% | +60.0% | -1.7% |
| YTD | -2.0% | -17.7% | +15.7% | -2.4% |
| 1Y | -1.5% | +3.2% | -4.6% | -2.1% |
| All | -1.5% | -1.3% | -0.1% | -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