+130.5%
IBM vs VICI
+100.6%
+29.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | -0.3% | -1.7% | +1.4% | +0.3% |
| 30D | +0.3% | -3.7% | +4.0% | +1.5% |
| 3M | -21.6% | -5.0% | -16.6% | -20.3% |
| 6M | -4.7% | -12.1% | +7.4% | -0.6% |
| YTD | -19.1% | -6.6% | -12.5% | -17.5% |
| 1Y | -2.5% | -19.2% | +16.7% | +4.4% |
| 3Y | +74.2% | -2.5% | +76.7% | +73.4% |
| 5Y | +113.1% | +4.1% | +109.1% | +105.0% |
| All | +130.5% | +100.6% | +29.9% | +77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling