+13.5%
VT vs POET
-18.6%
+32.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.0% | -6.0% | -0.2% |
| 7D | -1.6% | -10.5% | +8.9% | -1.2% |
| 30D | -2.5% | -34.7% | +32.2% | -0.8% |
| 3M | -1.3% | -30.8% | +29.5% | 0.0% |
| 6M | +3.1% | -30.4% | +33.5% | +3.6% |
| YTD | +10.9% | -19.6% | +30.5% | +7.0% |
| All | +13.5% | -18.6% | +32.0% | +8.8% |
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