+147.3%
VXUS vs POET
+30.3%
+117.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.6% | +0.8% |
| 7D | -1.4% | +0.4% | -1.8% | -1.5% |
| 30D | -0.5% | -10.4% | +9.9% | -0.1% |
| 3M | +2.6% | -29.3% | +31.9% | +3.5% |
| 6M | +10.9% | +6.9% | +4.0% | +7.9% |
| YTD | +16.1% | +25.6% | -9.4% | +12.1% |
| 1Y | +22.3% | +49.2% | -26.9% | +16.4% |
| 3Y | +72.0% | +128.4% | -56.4% | +55.2% |
| 5Y | +54.1% | -4.2% | +58.4% | +41.0% |
| All | +147.3% | +30.3% | +117.0% | +116.1% |
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