+267.3%
VZ vs POET
-48.7%
+316.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.4% |
| 7D | +1.5% | +1.2% | +0.3% | +1.5% |
| 30D | +4.4% | -12.2% | +16.5% | +4.4% |
| 3M | -2.4% | -42.4% | +40.1% | -2.1% |
| 6M | +1.4% | -64.3% | +65.7% | +1.9% |
| YTD | +21.4% | -19.0% | +40.4% | +20.4% |
| 1Y | +20.3% | +9.1% | +11.1% | +18.8% |
| 3Y | +57.4% | +297.7% | -240.3% | +50.9% |
| 5Y | +21.9% | -38.2% | +60.1% | +18.7% |
| 10Y | +70.7% | +123.0% | -52.3% | +61.4% |
| All | +267.3% | -48.7% | +316.0% | +269.4% |
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