+73.1%
VSH vs POET
-6.5%
+79.6%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.6% | +1.5% | +5.6% |
| 7D | +4.8% | +0.4% | +4.4% | +4.7% |
| 30D | -0.7% | -10.4% | +9.7% | +0.5% |
| 3M | -43.1% | -29.3% | -13.7% | -41.0% |
| 6M | +91.8% | +6.9% | +84.9% | +81.6% |
| YTD | +131.6% | +25.6% | +106.0% | +115.0% |
| 1Y | +118.1% | +49.2% | +68.9% | +97.2% |
| 3Y | +40.9% | +128.4% | -87.6% | +18.3% |
| All | +73.1% | -6.5% | +79.6% | +45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling