+608.4%
VST vs POET
-40.3%
+648.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -1.0% |
| 7D | +6.6% | +1.2% | +5.4% | +6.4% |
| 30D | -12.4% | -12.2% | -0.2% | -11.5% |
| 3M | -9.0% | -42.4% | +33.4% | -5.1% |
| 6M | -6.4% | -64.3% | +57.9% | -0.9% |
| YTD | -17.2% | -19.0% | +1.8% | -22.2% |
| 1Y | -22.0% | +9.1% | -31.2% | -29.4% |
| 3Y | +296.7% | +297.7% | -1.0% | +224.9% |
| All | +608.4% | -40.3% | +648.7% | +525.2% |
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 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