+190.3%
VEA vs POET
-20.5%
+210.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +1.0% |
| 7D | -1.5% | +0.4% | -1.8% | -1.5% |
| 30D | -0.8% | -10.4% | +9.5% | -0.6% |
| 3M | +2.5% | -29.3% | +31.8% | +3.1% |
| 6M | +11.1% | +6.9% | +4.3% | +9.1% |
| YTD | +17.2% | +25.6% | -8.4% | +14.3% |
| 1Y | +24.5% | +49.2% | -24.6% | +20.4% |
| 3Y | +75.4% | +128.4% | -53.0% | +63.2% |
| 5Y | +61.1% | -4.2% | +65.3% | +51.2% |
| 10Y | +163.1% | +30.3% | +132.8% | +137.0% |
| All | +190.3% | -20.5% | +210.8% | +158.3% |
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