+228.7%
VTV vs POET
+30.3%
+198.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.6% |
| 7D | -1.1% | +0.4% | -1.5% | -1.1% |
| 30D | -1.0% | -10.4% | +9.3% | -0.8% |
| 3M | +4.6% | -29.3% | +34.0% | +5.4% |
| 6M | +13.5% | +6.9% | +6.7% | +10.6% |
| YTD | +18.5% | +25.6% | -7.1% | +14.6% |
| 1Y | +22.9% | +49.2% | -26.3% | +17.4% |
| 3Y | +67.8% | +128.4% | -60.6% | +52.5% |
| 5Y | +81.8% | -4.2% | +86.1% | +67.6% |
| All | +228.7% | +30.3% | +198.4% | +190.1% |
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