+142.4%
POET vs VCLT
+102.9%
+39.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | +9.7% | 0.0% | +9.7% | +9.7% |
| 30D | -6.5% | +0.1% | -6.7% | -6.6% |
| 3M | -25.7% | -2.9% | -22.8% | -24.8% |
| 6M | +19.6% | -4.0% | +23.5% | +22.2% |
| YTD | +26.4% | -2.2% | +28.6% | +28.3% |
| 1Y | +50.1% | -2.6% | +52.7% | +52.7% |
| 3Y | +127.9% | +12.3% | +115.6% | +124.5% |
| 5Y | -5.9% | -16.4% | +10.5% | -2.9% |
| 10Y | +31.1% | +18.1% | +13.1% | +39.1% |
| All | +142.4% | +102.9% | +39.5% | +360.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling