+129.7%
VTR vs POET
+120.8%
+8.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.5% |
| 7D | -0.3% | +0.4% | -0.7% | -0.3% |
| 30D | +1.1% | -10.4% | +11.5% | +1.1% |
| 3M | +7.9% | -29.3% | +37.2% | +8.0% |
| 6M | +6.2% | +6.9% | -0.7% | +5.0% |
| YTD | +17.7% | +25.6% | -7.9% | +16.0% |
| 1Y | +32.9% | +49.2% | -16.3% | +29.9% |
| 3Y | +129.7% | +128.4% | +1.2% | +121.3% |
| All | +129.7% | +120.8% | +8.9% | +121.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling