+291.1%
VZ vs POET
-20.8%
+311.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +8.0% | -8.9% | -0.9% |
| 7D | +0.1% | +5.6% | -5.5% | 0.0% |
| 30D | +7.9% | -2.1% | +10.0% | +7.9% |
| 3M | +13.6% | -48.8% | +62.5% | +14.1% |
| 6M | +1.1% | +15.8% | -14.7% | +0.2% |
| YTD | +29.3% | +25.1% | +4.2% | +27.9% |
| 1Y | +21.2% | +50.6% | -29.3% | +19.5% |
| 3Y | +75.9% | +107.9% | -32.0% | +70.2% |
| 5Y | +24.1% | -11.0% | +35.1% | +20.5% |
| 10Y | +62.4% | +25.7% | +36.7% | +54.2% |
| All | +291.1% | -20.8% | +311.9% | +292.5% |
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