+25.3%
VZ vs POET
-4.8%
+30.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.7% | +2.4% | -1.3% |
| 7D | -1.0% | +9.7% | -10.7% | -0.9% |
| 30D | +5.8% | -6.5% | +12.3% | +5.7% |
| 3M | +10.5% | -25.7% | +36.2% | +10.5% |
| 6M | +1.8% | +19.6% | -17.8% | +1.4% |
| YTD | +28.3% | +26.4% | +1.9% | +27.7% |
| 1Y | +22.0% | +50.1% | -28.1% | +21.1% |
| 3Y | +81.8% | +127.9% | -46.1% | +78.3% |
| 5Y | +25.3% | -5.9% | +31.2% | +21.9% |
| All | +25.3% | -4.8% | +30.1% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling