+84.2%
JNJ vs VICI
+7.9%
+76.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -3.5% | -2.3% | -1.2% | -2.9% |
| 30D | +2.3% | -4.8% | +7.1% | +3.6% |
| 3M | +12.0% | -10.1% | +22.1% | +15.1% |
| 6M | +10.5% | -9.7% | +20.2% | +13.3% |
| YTD | +30.4% | -8.8% | +39.1% | +33.3% |
| 1Y | +52.1% | -20.2% | +72.4% | +60.8% |
| 3Y | +77.8% | -5.8% | +83.6% | +80.3% |
| All | +84.2% | +7.9% | +76.3% | +82.7% |
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