+360.8%
VT vs POET
-26.9%
+387.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +2.5% |
| 7D | +0.4% | +9.6% | -9.2% | +0.1% |
| 30D | -2.6% | -24.5% | +21.9% | -2.0% |
| 3M | -3.2% | -41.0% | +37.7% | -2.1% |
| 6M | +0.9% | -52.0% | +52.9% | +1.9% |
| YTD | +11.3% | -16.9% | +28.2% | +9.6% |
| 1Y | +14.0% | -2.4% | +16.4% | +11.6% |
| 3Y | +75.8% | +260.3% | -184.4% | +62.5% |
| 5Y | +57.8% | -35.1% | +92.9% | +49.6% |
| 10Y | +219.8% | +128.7% | +91.1% | +187.5% |
| All | +360.8% | -26.9% | +387.7% | +300.2% |
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