+23.9%
ISRG vs VICI
+12.3%
+11.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -1.8% |
| 7D | -6.1% | -1.6% | -4.5% | -5.2% |
| 30D | +4.2% | +8.2% | -4.0% | 0.0% |
| 3M | +9.6% | -3.1% | +12.7% | +11.3% |
| 6M | +1.9% | -10.0% | +11.8% | +7.5% |
| YTD | -22.3% | -7.1% | -15.2% | -19.8% |
| 1Y | -23.2% | -13.2% | -9.9% | -17.7% |
| 3Y | +58.5% | +4.1% | +54.4% | +46.4% |
| 5Y | +23.9% | +13.9% | +10.0% | +1.4% |
| All | +23.9% | +12.3% | +11.6% | +1.4% |
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