+225.7%
VIK vs POET
+213.0%
+12.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +0.9% |
| 7D | -0.9% | +0.4% | -1.3% | -1.0% |
| 30D | -18.4% | -10.4% | -8.0% | -18.0% |
| 3M | -8.8% | -29.3% | +20.6% | -7.6% |
| 6M | +17.1% | +6.9% | +10.3% | +11.1% |
| YTD | +19.0% | +25.6% | -6.5% | +10.9% |
| 1Y | +30.1% | +49.2% | -19.0% | +18.4% |
| All | +225.7% | +213.0% | +12.7% | +174.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling