+2,545.5%
VRT vs POET
+281.0%
+2,264.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.7% | -5.9% | -9.1% |
| 7D | +2.4% | +9.7% | -7.3% | +1.3% |
| 30D | -2.7% | -6.5% | +3.9% | -1.8% |
| 3M | -9.2% | -25.7% | +16.5% | -6.3% |
| 6M | -0.5% | +19.6% | -20.1% | -9.3% |
| YTD | +62.3% | +26.4% | +36.0% | +46.1% |
| 1Y | +109.6% | +50.1% | +59.5% | +80.7% |
| 3Y | +573.1% | +127.9% | +445.2% | +401.9% |
| 5Y | +953.6% | -5.9% | +959.5% | +727.2% |
| All | +2,545.5% | +281.0% | +2,264.6% | +1,499.8% |
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 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