+777.0%
VST vs POET
-4.8%
+781.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | -0.1% |
| 7D | +5.3% | +9.7% | -4.4% | +4.5% |
| 30D | +5.8% | -6.5% | +12.3% | +6.2% |
| 3M | +3.5% | -25.7% | +29.2% | +5.0% |
| 6M | -7.4% | +19.6% | -27.0% | -14.8% |
| YTD | -6.1% | +26.4% | -32.5% | -14.7% |
| 1Y | -21.6% | +50.1% | -71.7% | -31.1% |
| 3Y | +357.2% | +127.9% | +229.3% | +273.9% |
| 5Y | +777.0% | -5.9% | +782.9% | +637.9% |
| All | +777.0% | -4.8% | +781.8% | +637.9% |
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