+363.8%
VT vs POET
-22.4%
+386.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.3% | -9.1% | +0.9% |
| 7D | -0.7% | +14.5% | -15.2% | -1.1% |
| 30D | -1.7% | -12.8% | +11.0% | -1.5% |
| 3M | -2.3% | -34.9% | +32.6% | -1.4% |
| 6M | +1.5% | -59.8% | +61.3% | +3.0% |
| YTD | +12.0% | -11.7% | +23.7% | +10.1% |
| 1Y | +12.9% | +5.7% | +7.2% | +10.2% |
| 3Y | +74.9% | +323.5% | -248.5% | +61.1% |
| 5Y | +59.9% | -31.0% | +90.9% | +51.3% |
| 10Y | +224.6% | +143.0% | +81.6% | +191.3% |
| All | +363.8% | -22.4% | +386.2% | +302.1% |
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