-20.0%
POET vs VICR
+1,816.3%
-1,836.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.9% | +1.2% | -2.9% |
| 7D | +9.7% | +1.3% | +8.5% | +9.6% |
| 30D | -6.5% | -11.9% | +5.4% | -4.5% |
| 3M | -25.7% | -35.1% | +9.4% | -20.2% |
| 6M | +19.6% | +8.1% | +11.4% | +20.4% |
| YTD | +26.4% | +67.8% | -41.4% | +20.5% |
| 1Y | +50.1% | +267.3% | -217.2% | +30.2% |
| 3Y | +127.9% | +191.2% | -63.3% | +97.6% |
| 5Y | -5.9% | +48.1% | -54.0% | -17.4% |
| 10Y | +31.1% | +1,546.1% | -1,515.0% | -5.9% |
| All | -20.0% | +1,816.3% | -1,836.3% | -24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling