+166.7%
SCHD vs VICI
+95.9%
+70.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -2.0% | -2.3% | +0.4% | -1.1% |
| 30D | -0.4% | -4.8% | +4.3% | +1.3% |
| 3M | +5.7% | -10.1% | +15.8% | +9.7% |
| 6M | +11.9% | -9.7% | +21.6% | +15.7% |
| YTD | +26.4% | -8.8% | +35.2% | +30.1% |
| 1Y | +27.6% | -20.2% | +47.9% | +37.8% |
| 3Y | +54.9% | -5.8% | +60.7% | +56.6% |
| 5Y | +60.9% | +9.5% | +51.4% | +53.2% |
| All | +166.7% | +95.9% | +70.9% | +105.6% |
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