+123.4%
VRT vs POET
+56.2%
+67.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.0% | -3.7% | +3.2% |
| 7D | +9.1% | +5.6% | +3.5% | +8.3% |
| 30D | +0.9% | -2.1% | +3.0% | +1.2% |
| 3M | -13.4% | -48.8% | +35.5% | -7.5% |
| 6M | +11.7% | +15.8% | -4.1% | +1.5% |
| YTD | +73.2% | +25.1% | +48.1% | +54.0% |
| 1Y | +123.4% | +50.6% | +72.8% | +107.5% |
| All | +123.4% | +56.2% | +67.2% | +107.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling