+558.1%
VRT vs POET
+120.8%
+437.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -9.6% |
| 3M | -13.7% | -29.3% | +15.6% | -10.5% |
| 6M | -4.1% | +6.9% | -11.0% | -11.3% |
| YTD | +58.7% | +25.6% | +33.1% | +43.0% |
| 1Y | +89.6% | +49.2% | +40.5% | +64.0% |
| 3Y | +558.1% | +128.4% | +429.7% | +429.5% |
| All | +558.1% | +120.8% | +437.3% | +429.5% |
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 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