+180.6%
VXUS vs POET
+122.2%
+58.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +3.0% | -0.7% |
| 7D | +0.3% | +9.7% | -9.5% | 0.0% |
| 30D | +0.7% | -6.5% | +7.2% | +0.8% |
| 3M | +4.8% | -25.7% | +30.5% | +5.3% |
| 6M | +11.3% | +19.6% | -8.3% | +8.6% |
| YTD | +16.5% | +26.4% | -9.9% | +13.3% |
| 1Y | +24.3% | +50.1% | -25.8% | +19.6% |
| 3Y | +74.5% | +127.9% | -53.4% | +60.7% |
| 5Y | +54.3% | -5.9% | +60.2% | +43.7% |
| 10Y | +150.1% | +31.1% | +119.0% | +122.1% |
| All | +180.6% | +122.2% | +58.4% | +142.3% |
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 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