-18.0%
POET vs VCLT
-3.2%
-14.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.0% | -5.2% | -7.2% |
| 7D | -16.4% | +0.4% | -16.8% | -17.4% |
| 30D | -37.5% | +3.9% | -41.5% | -45.5% |
| 3M | -43.1% | -1.9% | -41.1% | -38.4% |
| 6M | -31.4% | -2.6% | -28.7% | -22.5% |
| YTD | -22.9% | -3.1% | -19.8% | -14.8% |
| 1Y | -18.0% | -3.6% | -14.4% | -6.8% |
| All | -18.0% | -3.2% | -14.7% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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