+685.3%
VTI vs POET
-20.5%
+705.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.7% |
| 7D | -0.9% | +0.4% | -1.3% | -0.9% |
| 30D | -1.4% | -10.4% | +8.9% | -1.2% |
| 3M | +3.6% | -29.3% | +32.9% | +4.2% |
| 6M | +13.6% | +6.9% | +6.7% | +11.5% |
| YTD | +12.9% | +25.6% | -12.7% | +10.1% |
| 1Y | +17.2% | +49.2% | -31.9% | +13.3% |
| 3Y | +75.7% | +128.4% | -52.8% | +63.6% |
| 5Y | +75.4% | -4.2% | +79.7% | +64.8% |
| 10Y | +303.3% | +30.3% | +273.0% | +265.4% |
| All | +685.3% | -20.5% | +705.8% | +610.3% |
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