+377.4%
VT vs POET
+10.0%
+367.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.1% | -0.2% |
| 7D | +0.4% | +5.6% | -5.2% | +0.3% |
| 30D | +1.0% | -2.1% | +3.1% | +1.0% |
| 3M | +2.4% | -48.8% | +51.2% | +3.8% |
| 6M | +12.0% | +15.8% | -3.8% | +9.7% |
| YTD | +15.3% | +25.1% | -9.8% | +12.5% |
| 1Y | +22.6% | +50.6% | -28.0% | +18.4% |
| 3Y | +74.7% | +107.9% | -33.2% | +62.9% |
| 5Y | +66.1% | -11.0% | +77.2% | +56.2% |
| 10Y | +225.0% | +25.7% | +199.3% | +193.6% |
| All | +377.4% | +10.0% | +367.4% | +310.9% |
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 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