+118.4%
POET vs VCLT
+11.3%
+107.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -3.3% |
| 7D | +3.7% | -1.3% | +5.0% | +5.8% |
| 30D | -11.5% | -1.1% | -10.4% | -10.0% |
| 3M | -30.8% | -3.7% | -27.1% | -26.7% |
| 6M | +8.6% | -4.0% | +12.6% | +17.1% |
| YTD | +20.1% | -3.4% | +23.4% | +28.2% |
| 1Y | +35.7% | -4.1% | +39.9% | +46.7% |
| All | +118.4% | +11.3% | +107.1% | +163.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling