+138.7%
IBM vs VICI
+95.9%
+42.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +3.8% |
| 7D | +3.6% | -2.3% | +5.9% | +4.4% |
| 30D | +3.1% | -4.8% | +7.9% | +4.8% |
| 3M | -10.8% | -10.1% | -0.7% | -7.5% |
| 6M | -0.8% | -9.7% | +8.9% | +2.5% |
| YTD | -16.2% | -8.8% | -7.4% | -13.8% |
| 1Y | -2.9% | -20.2% | +17.4% | +4.5% |
| 3Y | +79.8% | -5.8% | +85.6% | +81.2% |
| 5Y | +124.9% | +9.5% | +115.4% | +112.7% |
| All | +138.7% | +95.9% | +42.8% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICI.
Daily Out/Under-Performance
Portfolio return minus VICI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICI 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 10y: compounded portfolio wealth divided by compounded VICI 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…
10y analysis · Full analysis span regression · 6 months rolling