+82.7%
VTRS vs POET
-29.8%
+112.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -12.7% | +11.4% | -1.1% |
| 7D | -1.2% | -24.7% | +23.5% | -0.9% |
| 30D | +8.2% | -44.7% | +52.9% | +8.9% |
| 3M | +8.3% | -47.3% | +55.6% | +9.0% |
| 6M | +24.1% | -53.7% | +77.8% | +24.9% |
| YTD | +56.0% | -32.7% | +88.7% | +46.6% |
| 1Y | +82.7% | -29.5% | +112.2% | +68.8% |
| All | +82.7% | -29.8% | +112.5% | +68.8% |
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