-78.3%
VFC vs POET
-6.5%
-71.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.6% | -0.2% | +4.1% |
| 7D | -1.4% | +0.4% | -1.8% | -1.4% |
| 30D | -9.0% | -10.4% | +1.4% | -8.6% |
| 3M | -24.2% | -29.3% | +5.2% | -23.2% |
| 6M | -18.5% | +6.9% | -25.4% | -22.3% |
| YTD | -25.9% | +25.6% | -51.5% | -30.3% |
| 1Y | -13.0% | +49.2% | -62.1% | -19.7% |
| 3Y | -20.3% | +128.4% | -148.8% | -31.2% |
| All | -78.3% | -6.5% | -71.9% | -81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling