+275.6%
POET vs VLTO
+69.5%
+206.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.0% | +0.5% | +18.6% | +19.0% |
| 7D | -2.5% | +5.4% | -7.9% | -2.5% |
| 30D | -31.7% | +22.3% | -54.0% | -32.4% |
| 3M | -40.6% | +19.6% | -60.2% | -41.0% |
| 6M | -47.8% | +35.2% | -83.0% | -50.0% |
| YTD | -19.9% | +17.9% | -37.8% | -18.7% |
| 1Y | -4.7% | +19.5% | -24.2% | -4.1% |
| 3Y | +275.6% | +73.9% | +201.6% | +488.6% |
| All | +275.6% | +69.5% | +206.1% | +488.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling