-1.0%
ISRG vs VICI
+7.9%
-8.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -5.0% | -1.6% | -3.5% | -4.2% |
| 30D | -10.2% | -3.3% | -6.9% | -8.6% |
| 3M | -17.2% | -8.5% | -8.7% | -13.3% |
| 6M | -28.4% | -11.7% | -16.7% | -23.9% |
| YTD | -37.6% | -7.4% | -30.3% | -35.5% |
| 1Y | -24.4% | -19.0% | -5.5% | -15.9% |
| 3Y | +18.4% | -3.9% | +22.4% | +16.3% |
| 5Y | -1.0% | +10.6% | -11.6% | -17.1% |
| All | -1.0% | +7.9% | -8.9% | -17.1% |
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 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