+23.1%
VFC vs POET
-20.0%
+43.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.7% | +1.5% | -2.1% |
| 7D | -2.3% | +9.7% | -12.1% | -2.6% |
| 30D | -13.4% | -6.5% | -6.8% | -13.3% |
| 3M | -23.7% | -25.7% | +2.0% | -23.3% |
| 6M | -24.5% | +19.6% | -44.0% | -26.1% |
| YTD | -27.8% | +26.4% | -54.2% | -29.6% |
| 1Y | -13.5% | +50.1% | -63.5% | -16.2% |
| 3Y | -27.1% | +127.9% | -155.0% | -31.5% |
| 5Y | -79.0% | -5.9% | -73.1% | -80.1% |
| 10Y | -68.7% | +31.1% | -99.9% | -71.0% |
| All | +23.1% | -20.0% | +43.1% | +21.8% |
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