+382.8%
VMC vs POET
-24.0%
+406.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.4% |
| 7D | -3.7% | +3.7% | -7.4% | -3.8% |
| 30D | -12.8% | -11.5% | -1.2% | -12.5% |
| 3M | -7.9% | -30.8% | +22.9% | -7.3% |
| 6M | -7.5% | +8.6% | -16.1% | -9.6% |
| YTD | -11.6% | +20.1% | -31.7% | -14.0% |
| 1Y | -14.3% | +35.7% | -50.0% | -17.3% |
| 3Y | +18.5% | +116.5% | -98.0% | +9.2% |
| 5Y | +46.8% | -8.4% | +55.2% | +36.6% |
| 10Y | +153.2% | +24.6% | +128.6% | +125.0% |
| All | +382.8% | -24.0% | +406.8% | +394.9% |
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