+192.7%
VSH vs POET
+30.3%
+162.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.6% | +1.5% | +5.7% |
| 7D | +4.8% | +0.4% | +4.4% | +4.7% |
| 30D | -0.7% | -10.4% | +9.7% | +0.3% |
| 3M | -43.1% | -29.3% | -13.7% | -41.3% |
| 6M | +91.8% | +6.9% | +84.9% | +83.4% |
| YTD | +131.6% | +25.6% | +106.0% | +117.9% |
| 1Y | +118.1% | +49.2% | +68.9% | +100.4% |
| 3Y | +40.9% | +128.4% | -87.6% | +18.4% |
| 5Y | +75.8% | -4.2% | +80.0% | +51.3% |
| All | +192.7% | +30.3% | +162.4% | +136.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling