-33.5%
VG vs POET
+52.0%
-85.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.7% |
| 7D | +9.6% | +0.4% | +9.2% | +9.5% |
| 30D | +15.2% | -10.4% | +25.5% | +15.7% |
| 3M | +24.1% | -29.3% | +53.4% | +25.7% |
| 6M | +27.2% | +6.9% | +20.3% | +9.7% |
| YTD | +132.3% | +25.6% | +106.7% | +87.5% |
| 1Y | +15.7% | +49.2% | -33.5% | -16.9% |
| All | -33.5% | +52.0% | -85.5% | -61.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling