+306.5%
VTR vs POET
-20.5%
+327.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -0.6% |
| 7D | -0.3% | +0.4% | -0.7% | -0.3% |
| 30D | +1.1% | -10.4% | +11.5% | +1.2% |
| 3M | +7.9% | -29.3% | +37.2% | +8.3% |
| 6M | +6.2% | +6.9% | -0.7% | +4.3% |
| YTD | +17.7% | +25.6% | -7.9% | +15.1% |
| 1Y | +32.9% | +49.2% | -16.3% | +28.8% |
| 3Y | +129.7% | +128.4% | +1.2% | +114.7% |
| 5Y | +89.3% | -4.2% | +93.5% | +78.4% |
| 10Y | +99.1% | +30.3% | +68.8% | +82.4% |
| All | +306.5% | -20.5% | +327.0% | +318.5% |
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