+113.6%
IWM vs VICI
+100.6%
+13.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | +0.1% | -1.7% | +1.8% | +0.9% |
| 30D | -1.3% | -3.7% | +2.5% | +0.5% |
| 3M | +1.6% | -5.0% | +6.6% | +3.6% |
| 6M | +13.6% | -12.1% | +25.7% | +20.1% |
| YTD | +20.8% | -6.6% | +27.3% | +23.7% |
| 1Y | +26.4% | -19.2% | +45.6% | +39.0% |
| 3Y | +60.7% | -2.5% | +63.2% | +59.6% |
| 5Y | +38.2% | +4.1% | +34.1% | +32.3% |
| All | +113.6% | +100.6% | +13.1% | +53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling