+67.4%
VT vs POET
-6.8%
+74.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.1% | -0.3% |
| 7D | +0.4% | +5.6% | -5.2% | +0.2% |
| 30D | +1.0% | -2.1% | +3.1% | +1.0% |
| 3M | +2.4% | -48.8% | +51.2% | +4.4% |
| 6M | +12.0% | +15.8% | -3.8% | +8.4% |
| YTD | +15.3% | +25.1% | -9.8% | +10.9% |
| 1Y | +22.6% | +50.6% | -28.0% | +16.2% |
| 3Y | +74.7% | +107.9% | -33.2% | +60.0% |
| All | +67.4% | -6.8% | +74.3% | +53.9% |
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