+108.5%
IWM vs VICI
+95.9%
+12.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -2.4% | -2.3% | -0.1% | -1.3% |
| 30D | -4.6% | -4.8% | +0.2% | -2.3% |
| 3M | -0.3% | -10.1% | +9.8% | +4.6% |
| 6M | +14.7% | -9.7% | +24.4% | +19.7% |
| YTD | +17.8% | -8.8% | +26.6% | +22.1% |
| 1Y | +21.2% | -20.2% | +41.5% | +34.1% |
| 3Y | +62.3% | -5.8% | +68.1% | +63.9% |
| 5Y | +38.7% | +9.5% | +29.2% | +30.0% |
| All | +108.5% | +95.9% | +12.6% | +51.0% |
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