+440.9%
IIPR vs VOO
+291.5%
+149.3%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.5% | +2.9% |
| 7D | +3.4% | -4.7% | +8.2% | +8.9% |
| 30D | +10.0% | -5.9% | +15.9% | +17.3% |
| 3M | -2.0% | -4.5% | +2.5% | +2.7% |
| 6M | -2.1% | +1.9% | -3.9% | -4.8% |
| YTD | +29.6% | +8.4% | +21.2% | +17.7% |
| 1Y | +20.4% | +9.5% | +10.9% | +7.9% |
| 3Y | -3.8% | +75.3% | -79.1% | -50.8% |
| 5Y | -67.5% | +67.9% | -135.4% | -82.2% |
| All | +440.9% | +291.5% | +149.3% | +69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling