-34.9%
VST vs POET
-21.9%
-12.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -4.1% | -9.7% | -13.6% |
| 7D | -15.7% | -16.4% | +0.7% | -14.8% |
| 30D | -17.0% | -37.5% | +20.5% | -14.9% |
| 3M | -15.9% | -43.1% | +27.2% | -13.5% |
| 6M | -25.0% | -31.4% | +6.4% | -24.5% |
| YTD | -25.1% | -22.9% | -2.2% | -28.4% |
| 1Y | -34.9% | -18.0% | -16.9% | -38.5% |
| All | -34.9% | -21.9% | -12.9% | -38.5% |
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