+1,953.4%
VGT vs POET
-20.5%
+1,973.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +1.0% |
| 7D | -0.2% | +0.4% | -0.5% | -0.2% |
| 30D | -0.4% | -10.4% | +9.9% | -0.1% |
| 3M | +4.4% | -29.3% | +33.8% | +5.3% |
| 6M | +32.1% | +6.9% | +25.2% | +29.4% |
| YTD | +28.8% | +25.6% | +3.2% | +25.3% |
| 1Y | +35.3% | +49.2% | -13.8% | +30.4% |
| 3Y | +124.8% | +128.4% | -3.7% | +108.1% |
| 5Y | +137.9% | -4.2% | +142.1% | +122.3% |
| 10Y | +814.2% | +30.3% | +783.9% | +722.1% |
| All | +1,953.4% | -20.5% | +1,973.9% | +1,773.5% |
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