+297.8%
VTI vs POET
+30.3%
+267.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.6% |
| 7D | -0.9% | +0.4% | -1.3% | -0.9% |
| 30D | -1.4% | -10.4% | +8.9% | -1.1% |
| 3M | +3.6% | -29.3% | +32.9% | +4.5% |
| 6M | +13.6% | +6.9% | +6.7% | +10.2% |
| YTD | +12.9% | +25.6% | -12.7% | +8.4% |
| 1Y | +17.2% | +49.2% | -31.9% | +10.9% |
| 3Y | +75.7% | +128.4% | -52.8% | +57.1% |
| 5Y | +75.4% | -4.2% | +79.7% | +59.3% |
| All | +297.8% | +30.3% | +267.4% | +245.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling