+134.8%
SCHW vs VICI
+95.1%
+39.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.6% |
| 7D | -2.8% | -3.6% | +0.8% | -1.1% |
| 30D | -0.1% | -4.8% | +4.8% | +2.2% |
| 3M | +20.6% | -11.5% | +32.1% | +27.2% |
| 6M | +15.9% | -12.8% | +28.8% | +22.7% |
| YTD | +8.5% | -9.1% | +17.6% | +12.4% |
| 1Y | +17.8% | -20.5% | +38.4% | +29.9% |
| 3Y | +88.5% | -5.8% | +94.3% | +89.5% |
| 5Y | +60.6% | +9.1% | +51.5% | +50.6% |
| All | +134.8% | +95.1% | +39.7% | +66.9% |
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 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