+94.9%
VICI vs USHY
+49.3%
+45.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.3% |
| 7D | -2.3% | -0.7% | -1.6% | -0.9% |
| 30D | -4.8% | -0.7% | -4.1% | -3.4% |
| 3M | -10.1% | +0.1% | -10.2% | -10.2% |
| 6M | -9.7% | +1.8% | -11.5% | -13.0% |
| YTD | -8.8% | +1.8% | -10.5% | -12.1% |
| 1Y | -20.2% | +3.3% | -23.5% | -25.5% |
| 3Y | -5.8% | +27.0% | -32.8% | -42.4% |
| 5Y | +9.5% | +21.0% | -11.5% | -23.4% |
| All | +94.9% | +49.3% | +45.7% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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