+1,484.0%
VRTX vs POET
-20.0%
+1,504.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.3% | -1.4% |
| 7D | -6.4% | +9.7% | -16.1% | -6.6% |
| 30D | -0.5% | -6.5% | +6.0% | -0.5% |
| 3M | +16.9% | -25.7% | +42.6% | +17.2% |
| 6M | +13.1% | +19.6% | -6.5% | +11.1% |
| YTD | +14.9% | +26.4% | -11.4% | +12.6% |
| 1Y | +31.4% | +50.1% | -18.7% | +27.9% |
| 3Y | +51.9% | +127.9% | -76.0% | +43.8% |
| 5Y | +177.1% | -5.9% | +182.9% | +164.4% |
| 10Y | +456.3% | +31.1% | +425.1% | +410.1% |
| All | +1,484.0% | -20.0% | +1,504.0% | +1,173.9% |
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