-1.9%
POET price history and return analytics
+65.7%
-67.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.9% | +3.7% | +3.1% |
| 7D | +0.4% | -1.1% | +1.5% | +2.4% |
| 30D | -10.4% | -1.0% | -9.4% | -8.4% |
| 3M | -29.3% | +3.2% | -32.5% | -31.0% |
| 6M | +6.9% | +12.5% | -5.6% | -5.0% |
| YTD | +25.6% | +14.1% | +11.5% | +10.1% |
| 1Y | +49.2% | +18.9% | +30.2% | +25.3% |
| 3Y | +128.4% | +74.1% | +54.4% | +37.3% |
| All | -1.9% | +65.7% | -67.5% | -41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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