+224.3%
IVV vs VICI
+100.5%
+123.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | -0.9% | -1.2% | +0.3% | -0.5% |
| 30D | -2.3% | +8.3% | -10.6% | -5.3% |
| 3M | -1.2% | -2.2% | +1.0% | -0.6% |
| 6M | +3.3% | -10.6% | +13.9% | +7.0% |
| YTD | +12.3% | -6.6% | +18.9% | +14.2% |
| 1Y | +12.5% | -12.9% | +25.4% | +17.3% |
| 3Y | +79.2% | +4.7% | +74.5% | +72.1% |
| 5Y | +75.6% | +13.0% | +62.6% | +63.2% |
| All | +224.3% | +100.5% | +123.8% | +140.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling