+1,075.1%
VST vs POET
-11.6%
+1,086.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.6% |
| 3M | -9.0% | -42.4% | +33.4% | -5.6% |
| 6M | -6.4% | -64.3% | +57.9% | -1.7% |
| YTD | -17.2% | -19.0% | +1.8% | -21.0% |
| 1Y | -22.0% | +9.1% | -31.2% | -27.6% |
| 3Y | +296.7% | +297.7% | -1.0% | +228.1% |
| 5Y | +637.6% | -38.2% | +675.8% | +550.4% |
| 10Y | +1,138.2% | +123.0% | +1,015.2% | +886.0% |
| All | +1,075.1% | -11.6% | +1,086.6% | +833.3% |
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