+180.7%
POET vs VLTO
+25.1%
+155.6%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -3.7% |
| 7D | +9.7% | -2.6% | +12.3% | +9.8% |
| 30D | -6.5% | -2.5% | -4.1% | -6.5% |
| 3M | -25.7% | +10.1% | -35.8% | -26.9% |
| 6M | +19.6% | +1.0% | +18.6% | +20.2% |
| YTD | +26.4% | -4.8% | +31.2% | +29.1% |
| 1Y | +50.1% | -9.3% | +59.4% | +54.9% |
| All | +180.7% | +25.1% | +155.6% | +293.2% |
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