+440.9%
IIPR price history and return analytics
+208.9%
+232.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.2% | +3.0% |
| 7D | +3.4% | -4.2% | +7.6% | +8.7% |
| 30D | +10.0% | -5.8% | +15.8% | +17.8% |
| 3M | -2.0% | -5.2% | +3.2% | +4.2% |
| 6M | -2.1% | +0.1% | -2.2% | -3.2% |
| YTD | +29.6% | +8.2% | +21.3% | +16.5% |
| 1Y | +20.4% | +10.1% | +10.3% | +5.7% |
| 3Y | -3.8% | +69.7% | -73.5% | -51.4% |
| 5Y | -67.5% | +53.4% | -120.9% | -81.0% |
| All | +440.9% | +208.9% | +232.0% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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