+120.6%
VLO vs POET
-21.9%
+142.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.1% | -1.6% | -5.7% |
| 7D | -6.0% | -16.4% | +10.5% | -5.8% |
| 30D | -12.9% | -37.5% | +24.6% | -12.4% |
| 3M | +18.3% | -43.1% | +61.4% | +19.0% |
| 6M | +46.4% | -31.4% | +77.8% | +45.0% |
| YTD | +127.7% | -22.9% | +150.7% | +118.8% |
| 1Y | +120.6% | -18.0% | +138.6% | +113.8% |
| All | +120.6% | -21.9% | +142.5% | +113.8% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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