-1.9%
POET vs VICR
+57.6%
-59.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.2% | -6.5% | +1.5% |
| 7D | +0.4% | +5.0% | -4.6% | -1.0% |
| 30D | -10.4% | -12.5% | +2.1% | -7.1% |
| 3M | -29.3% | -33.6% | +4.3% | -21.2% |
| 6M | +6.9% | +10.7% | -3.8% | +6.7% |
| YTD | +25.6% | +80.6% | -55.0% | +14.8% |
| 1Y | +49.2% | +288.4% | -239.2% | +19.7% |
| 3Y | +128.4% | +213.8% | -85.3% | +81.7% |
| All | -1.9% | +57.6% | -59.5% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling