+89.6%
VRT vs POET
+40.7%
+48.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.6% | -1.0% | +3.0% |
| 7D | -8.4% | +0.4% | -8.7% | -8.3% |
| 30D | -10.9% | -10.4% | -0.5% | -9.5% |
| 3M | -13.7% | -29.3% | +15.6% | -10.5% |
| 6M | -4.1% | +6.9% | -11.0% | -11.6% |
| YTD | +58.7% | +25.6% | +33.1% | +41.8% |
| 1Y | +89.6% | +49.2% | +40.5% | +74.1% |
| All | +89.6% | +40.7% | +48.9% | +74.1% |
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