+124.8%
VGT vs POET
+120.8%
+3.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +0.9% |
| 7D | -0.2% | +0.4% | -0.5% | -0.2% |
| 30D | -0.4% | -10.4% | +9.9% | +0.2% |
| 3M | +4.4% | -29.3% | +33.8% | +6.1% |
| 6M | +32.1% | +6.9% | +25.2% | +26.9% |
| YTD | +28.8% | +25.6% | +3.2% | +22.1% |
| 1Y | +35.3% | +49.2% | -13.8% | +26.1% |
| 3Y | +124.8% | +128.4% | -3.7% | +99.8% |
| All | +124.8% | +120.8% | +3.9% | +99.8% |
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 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