+118.1%
VSH vs POET
+40.7%
+77.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.6% | +1.5% | +5.3% |
| 7D | +4.8% | +0.4% | +4.4% | +4.6% |
| 30D | -0.7% | -10.4% | +9.7% | +1.2% |
| 3M | -43.1% | -29.3% | -13.7% | -40.2% |
| 6M | +91.8% | +6.9% | +84.9% | +70.7% |
| YTD | +131.6% | +25.6% | +106.0% | +98.4% |
| 1Y | +118.1% | +49.2% | +68.9% | +86.1% |
| All | +118.1% | +40.7% | +77.4% | +86.1% |
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