+50.6%
POET vs VLTO
-8.3%
+58.9%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.7% | +7.3% |
| 7D | +5.6% | -2.3% | +7.9% | +4.4% |
| 30D | -2.1% | -0.9% | -1.2% | -2.5% |
| 3M | -48.8% | +13.8% | -62.7% | -46.4% |
| 6M | +15.8% | +2.0% | +13.8% | +23.4% |
| YTD | +25.1% | -3.2% | +28.3% | +33.6% |
| 1Y | +50.6% | -9.2% | +59.7% | +52.8% |
| All | +50.6% | -8.3% | +58.9% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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