+28.2%
POET vs VICR
+1,679.8%
-1,651.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.2% | -6.5% | +1.9% |
| 7D | +0.4% | +5.0% | -4.6% | -0.8% |
| 30D | -10.4% | -12.5% | +2.1% | -7.5% |
| 3M | -29.3% | -33.6% | +4.3% | -22.3% |
| 6M | +6.9% | +10.7% | -3.8% | +6.5% |
| YTD | +25.6% | +80.6% | -55.0% | +14.8% |
| 1Y | +49.2% | +288.4% | -239.2% | +19.5% |
| 3Y | +128.4% | +213.8% | -85.3% | +82.1% |
| 5Y | -4.2% | +58.8% | -63.1% | -22.0% |
| All | +28.2% | +1,679.8% | -1,651.5% | -32.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling