+47.8%
VMC vs POET
-6.5%
+54.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.8% | +0.7% |
| 7D | -3.8% | +0.4% | -4.1% | -3.8% |
| 30D | -9.7% | -10.4% | +0.7% | -9.5% |
| 3M | -9.6% | -29.3% | +19.7% | -9.1% |
| 6M | -4.8% | +6.9% | -11.7% | -7.2% |
| YTD | -10.9% | +25.6% | -36.5% | -13.8% |
| 1Y | -15.6% | +49.2% | -64.7% | -19.3% |
| 3Y | +19.3% | +128.4% | -109.1% | +9.4% |
| All | +47.8% | -6.5% | +54.3% | +34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling