-46.6%
VG vs POET
+6.9%
-53.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +10.3% | -4.8% | +4.9% |
| 7D | +5.5% | +14.5% | -9.0% | +4.6% |
| 30D | -3.6% | -12.8% | +9.2% | -3.1% |
| 3M | -4.0% | -34.9% | +30.9% | -2.3% |
| 6M | +9.4% | -59.8% | +69.2% | +11.9% |
| YTD | +86.6% | -11.7% | +98.3% | +52.8% |
| 1Y | +69.5% | +5.7% | +63.8% | +29.5% |
| All | -46.6% | +6.9% | -53.5% | -68.7% |
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