+38.2%
IWM vs VICI
+9.7%
+28.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | +0.1% |
| 7D | -2.5% | -3.6% | +1.0% | -0.5% |
| 30D | -4.4% | -4.8% | +0.4% | -1.8% |
| 3M | +2.2% | -11.5% | +13.7% | +9.0% |
| 6M | +14.0% | -12.8% | +26.8% | +22.3% |
| YTD | +17.4% | -9.1% | +26.5% | +22.4% |
| 1Y | +22.9% | -20.5% | +43.5% | +39.5% |
| 3Y | +62.1% | -5.8% | +67.8% | +61.6% |
| 5Y | +38.2% | +9.1% | +29.1% | +21.9% |
| All | +38.2% | +9.7% | +28.4% | +21.9% |
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