+116.3%
IBM vs VICI
+9.7%
+106.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.8% |
| 7D | -0.3% | -3.6% | +3.3% | +1.0% |
| 30D | -1.8% | -4.8% | +3.0% | -0.2% |
| 3M | -13.5% | -11.5% | -2.0% | -9.8% |
| 6M | -5.1% | -12.8% | +7.7% | -0.8% |
| YTD | -19.4% | -9.1% | -10.3% | -17.1% |
| 1Y | -6.5% | -20.5% | +14.0% | +0.7% |
| 3Y | +73.8% | -5.8% | +79.6% | +75.0% |
| 5Y | +116.3% | +9.1% | +107.2% | +105.8% |
| All | +116.3% | +9.7% | +106.6% | +105.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling