+415.1%
IIPR vs VOO
+304.3%
+110.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.5% | -3.4% |
| 7D | -4.8% | +3.3% | -8.0% | -8.1% |
| 30D | +2.2% | -2.7% | +4.8% | +4.9% |
| 3M | -5.5% | -1.7% | -3.7% | -4.0% |
| 6M | +0.9% | +3.1% | -2.2% | -3.1% |
| YTD | +23.4% | +11.9% | +11.4% | +8.2% |
| 1Y | +20.4% | +12.1% | +8.3% | +5.2% |
| 3Y | -2.6% | +78.6% | -81.2% | -51.1% |
| 5Y | -69.7% | +73.8% | -143.5% | -84.0% |
| All | +415.1% | +304.3% | +110.7% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling