-1.9%
POET vs VCLT
-17.2%
+15.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | +0.4% | -1.4% | +1.7% | +1.6% |
| 30D | -10.4% | -1.2% | -9.2% | -9.4% |
| 3M | -29.3% | -4.8% | -24.6% | -26.2% |
| 6M | +6.9% | -2.6% | +9.4% | +10.8% |
| YTD | +25.6% | -3.3% | +28.9% | +30.6% |
| 1Y | +49.2% | -4.8% | +54.0% | +57.0% |
| 3Y | +128.4% | +11.5% | +116.9% | +127.4% |
| All | -1.9% | -17.2% | +15.4% | -2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling