+77.9%
POET vs VLTO
+56.3%
+21.6%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.6% |
| 7D | -0.4% | +1.6% | -2.0% | -0.3% |
| 30D | -27.3% | +22.0% | -49.2% | -26.8% |
| 3M | -40.8% | +21.9% | -62.7% | -40.4% |
| 6M | -53.7% | +36.5% | -90.2% | -54.2% |
| YTD | -19.9% | +19.0% | -38.9% | -17.8% |
| 1Y | -4.0% | +21.0% | -25.0% | -2.0% |
| 3Y | +284.1% | +69.9% | +214.2% | +393.2% |
| All | +77.9% | +56.3% | +21.6% | +150.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling