+588.7%
VLO vs POET
-6.5%
+595.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.3% | +1.2% |
| 7D | +5.3% | +0.4% | +4.9% | +5.3% |
| 30D | +18.2% | -10.4% | +28.6% | +18.5% |
| 3M | +53.3% | -29.3% | +82.7% | +54.3% |
| 6M | +70.4% | +6.9% | +63.6% | +65.4% |
| YTD | +143.4% | +25.6% | +117.8% | +134.3% |
| 1Y | +153.0% | +49.2% | +103.8% | +140.6% |
| 3Y | +195.0% | +128.4% | +66.5% | +168.2% |
| All | +588.7% | -6.5% | +595.2% | +521.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling