+938.0%
VUG vs POET
-20.0%
+958.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | -0.4% |
| 7D | +0.1% | +9.7% | -9.6% | -0.2% |
| 30D | -1.7% | -6.5% | +4.9% | -1.5% |
| 3M | +2.8% | -25.7% | +28.5% | +3.4% |
| 6M | +13.6% | +19.6% | -6.0% | +11.0% |
| YTD | +8.1% | +26.4% | -18.3% | +5.2% |
| 1Y | +13.1% | +50.1% | -37.0% | +9.0% |
| 3Y | +87.0% | +127.9% | -41.0% | +73.6% |
| 5Y | +76.0% | -5.9% | +81.8% | +64.8% |
| 10Y | +420.5% | +31.1% | +389.3% | +369.2% |
| All | +938.0% | -20.0% | +958.0% | +819.4% |
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