+36.0%
VIK vs POET
+56.2%
-20.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.0% | -7.8% | -0.1% |
| 7D | -3.0% | +5.6% | -8.6% | -3.3% |
| 30D | -20.7% | -2.1% | -18.6% | -20.8% |
| 3M | -4.6% | -48.8% | +44.2% | -2.4% |
| 6M | +14.0% | +15.8% | -1.8% | +8.1% |
| YTD | +20.2% | +25.1% | -5.0% | +12.6% |
| 1Y | +36.0% | +50.6% | -14.6% | +32.8% |
| All | +36.0% | +56.2% | -20.2% | +32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling