-18.0%
POET vs VICR
+76.0%
-93.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -11.1% | +7.0% | +2.2% |
| 7D | -16.4% | -26.6% | +10.1% | -0.5% |
| 30D | -37.5% | -47.9% | +10.4% | -10.9% |
| 3M | -43.1% | -29.8% | -13.3% | -34.8% |
| 6M | -31.4% | -36.6% | +5.3% | -22.5% |
| YTD | -22.9% | +45.1% | -68.0% | -56.9% |
| 1Y | -18.0% | +80.0% | -98.0% | -62.7% |
| All | -18.0% | +76.0% | -93.9% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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