+177.9%
POET vs VLTO
+27.2%
+150.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.6% | +9.7% | +8.1% |
| 7D | +5.6% | -2.3% | +7.9% | +5.7% |
| 30D | -2.1% | -0.9% | -1.2% | -2.1% |
| 3M | -48.8% | +13.8% | -62.7% | -49.9% |
| 6M | +15.8% | +2.0% | +13.8% | +16.6% |
| YTD | +25.1% | -3.2% | +28.3% | +27.7% |
| 1Y | +50.6% | -9.2% | +59.7% | +56.1% |
| All | +177.9% | +27.2% | +150.7% | +289.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling