-50.0%
VTRS vs POET
+30.3%
-80.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.7% |
| 7D | -2.2% | +0.4% | -2.6% | -2.2% |
| 30D | +3.3% | -10.4% | +13.7% | +3.6% |
| 3M | +2.0% | -29.3% | +31.3% | +2.7% |
| 6M | +19.9% | +6.9% | +13.1% | +16.4% |
| YTD | +35.7% | +25.6% | +10.1% | +30.6% |
| 1Y | +68.1% | +49.2% | +18.9% | +59.6% |
| 3Y | +87.1% | +128.4% | -41.4% | +68.1% |
| 5Y | +47.6% | -4.2% | +51.9% | +34.4% |
| All | -50.0% | +30.3% | -80.3% | -51.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling