-3.1%
IIPR vs VOO
+75.5%
-78.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.1% |
| 7D | +5.4% | -2.7% | +8.1% | +7.4% |
| 30D | +7.0% | -5.4% | +12.4% | +11.4% |
| 3M | -2.6% | -4.1% | +1.4% | +0.2% |
| 6M | +1.5% | +0.7% | +0.8% | +0.4% |
| YTD | +28.5% | +8.7% | +19.8% | +19.9% |
| 1Y | +24.1% | +11.0% | +13.2% | +13.7% |
| 3Y | -3.1% | +75.5% | -78.6% | -54.8% |
| All | -3.1% | +75.5% | -78.6% | -54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling