+95.0%
VCIT vs POET
+60.3%
+34.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.1% |
| 6M | -2.3% | -64.3% | +62.0% | -2.1% |
| YTD | -2.2% | -19.0% | +16.8% | -2.3% |
| 1Y | -1.4% | +9.1% | -10.5% | -1.6% |
| 3Y | +18.7% | +297.7% | -278.9% | +17.8% |
| 5Y | +3.6% | -38.2% | +41.8% | +3.0% |
| 10Y | +30.4% | +123.0% | -92.6% | +29.5% |
| All | +95.0% | +60.3% | +34.7% | +94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling