-64.2%
IIPR vs VOO
+82.6%
-146.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | -2.2% | +0.1% | -2.2% | -2.3% |
| 3M | +1.0% | +2.0% | -1.0% | -1.5% |
| 6M | +8.1% | +13.0% | -4.9% | -6.0% |
| YTD | +29.4% | +13.6% | +15.8% | +11.8% |
| 1Y | +16.5% | +20.1% | -3.6% | -5.8% |
| 3Y | -9.7% | +77.6% | -87.2% | -56.7% |
| All | -64.2% | +82.6% | -146.8% | -82.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling