-38.0%
VG vs POET
+58.9%
-96.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.9% | -2.8% | +1.9% |
| 7D | -2.5% | +17.0% | -19.6% | -3.3% |
| 30D | +11.1% | -6.7% | +17.8% | +11.3% |
| 3M | +14.9% | -32.3% | +47.2% | +16.8% |
| 6M | +18.4% | +32.3% | -14.0% | -2.2% |
| YTD | +116.6% | +31.3% | +85.3% | +74.4% |
| 1Y | +9.4% | +55.3% | -46.0% | -21.5% |
| All | -38.0% | +58.9% | -96.9% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling