+20.3%
VZ vs POET
+4.7%
+15.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.5% |
| 7D | +1.5% | +1.2% | +0.3% | +1.5% |
| 30D | +4.4% | -12.2% | +16.5% | +4.1% |
| 3M | -2.4% | -42.4% | +40.1% | -3.9% |
| 6M | +1.4% | -64.3% | +65.7% | -0.4% |
| YTD | +21.4% | -19.0% | +40.4% | +25.1% |
| 1Y | +20.3% | +9.1% | +11.1% | +25.8% |
| All | +20.3% | +4.7% | +15.6% | +25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling