+30.8%
VNQ vs POET
+120.8%
-90.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.6% |
| 7D | -1.3% | +0.4% | -1.6% | -1.3% |
| 30D | -2.6% | -10.4% | +7.8% | -2.4% |
| 3M | -2.0% | -29.3% | +27.3% | -1.6% |
| 6M | +4.3% | +6.9% | -2.5% | +2.2% |
| YTD | +9.2% | +25.6% | -16.4% | +6.3% |
| 1Y | +5.6% | +49.2% | -43.5% | +1.8% |
| 3Y | +30.8% | +128.4% | -97.6% | +21.8% |
| All | +30.8% | +120.8% | -90.0% | +21.8% |
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