+8.7%
VICI vs IWF
+73.7%
-64.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -2.3% | -0.9% | -1.4% | -2.0% |
| 30D | -4.8% | -1.7% | -3.0% | -4.2% |
| 3M | -10.1% | +0.7% | -10.8% | -10.6% |
| 6M | -9.7% | +8.6% | -18.3% | -13.1% |
| YTD | -8.8% | +3.5% | -12.3% | -10.6% |
| 1Y | -20.2% | +7.0% | -27.3% | -23.1% |
| 3Y | -5.8% | +76.3% | -82.1% | -31.1% |
| All | +8.7% | +73.7% | -64.9% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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