-100.0%
VIVK vs POET
+140.9%
-240.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +4.6% | -12.0% | -7.4% |
| 7D | -4.4% | +0.4% | -4.8% | -4.4% |
| 30D | -40.8% | -10.4% | -30.4% | -40.8% |
| 3M | -94.1% | -29.3% | -64.8% | -94.1% |
| 6M | -98.2% | +6.9% | -105.0% | -98.2% |
| YTD | -98.0% | +25.6% | -123.6% | -98.0% |
| 1Y | -100.0% | +49.2% | -149.1% | -100.0% |
| 3Y | -100.0% | +128.4% | -228.4% | -100.0% |
| 5Y | -100.0% | -4.2% | -95.8% | -100.0% |
| 10Y | -100.0% | +30.3% | -130.3% | -100.0% |
| All | -100.0% | +140.9% | -240.9% | -100.0% |
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