+50.4%
IEFA vs VICI
+7.9%
+42.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | -1.6% | -2.3% | +0.8% | -0.7% |
| 30D | -1.5% | -4.8% | +3.3% | +0.3% |
| 3M | +3.4% | -10.1% | +13.5% | +7.4% |
| 6M | +9.5% | -9.7% | +19.2% | +13.3% |
| YTD | +13.0% | -8.8% | +21.8% | +16.3% |
| 1Y | +18.0% | -20.2% | +38.3% | +28.3% |
| 3Y | +65.4% | -5.8% | +71.1% | +65.8% |
| All | +50.4% | +7.9% | +42.5% | +38.3% |
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 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