+454.2%
VSH vs POET
-20.5%
+474.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.6% | +1.5% | +5.9% |
| 7D | +4.8% | +0.4% | +4.4% | +4.7% |
| 30D | -0.7% | -10.4% | +9.7% | -0.1% |
| 3M | -43.1% | -29.3% | -13.7% | -41.9% |
| 6M | +91.8% | +6.9% | +84.9% | +86.6% |
| YTD | +131.6% | +25.6% | +106.0% | +122.9% |
| 1Y | +118.1% | +49.2% | +68.9% | +106.7% |
| 3Y | +40.9% | +128.4% | -87.6% | +25.2% |
| 5Y | +75.8% | -4.2% | +80.0% | +58.7% |
| 10Y | +193.8% | +30.3% | +163.5% | +148.4% |
| All | +454.2% | -20.5% | +474.7% | +313.7% |
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