+606.1%
VEEV vs POET
+103.8%
+502.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | -4.6% | +0.4% | -5.0% | -4.6% |
| 30D | +8.6% | -10.4% | +19.0% | +8.8% |
| 3M | +62.4% | -29.3% | +91.8% | +63.2% |
| 6M | +40.3% | +6.9% | +33.4% | +37.4% |
| YTD | +17.5% | +25.6% | -8.0% | +14.3% |
| 1Y | -6.1% | +49.2% | -55.3% | -9.5% |
| 3Y | +16.7% | +128.4% | -111.8% | +7.9% |
| 5Y | -13.3% | -4.2% | -9.1% | -19.1% |
| 10Y | +550.5% | +30.3% | +520.1% | +482.8% |
| All | +606.1% | +103.8% | +502.3% | +586.3% |
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