+59.7%
VIK vs POET
-21.9%
+81.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.1% | +10.3% | +6.4% |
| 7D | +5.4% | -16.4% | +21.8% | +6.4% |
| 30D | +12.5% | -37.5% | +50.0% | +15.2% |
| 3M | -15.2% | -43.1% | +27.9% | -12.9% |
| 6M | +15.4% | -31.4% | +46.7% | +15.8% |
| YTD | +27.7% | -22.9% | +50.6% | +20.4% |
| 1Y | +59.7% | -18.0% | +77.7% | +49.6% |
| All | +59.7% | -21.9% | +81.6% | +49.6% |
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