+436.3%
IIPR price history and return analytics
+209.6%
+226.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.1% | -1.1% |
| 7D | +5.4% | -2.3% | +7.7% | +8.2% |
| 30D | +7.0% | -5.0% | +12.0% | +13.4% |
| 3M | -2.6% | -4.9% | +2.2% | +3.0% |
| 6M | +1.5% | -1.5% | +3.0% | +2.6% |
| YTD | +28.5% | +8.5% | +20.0% | +15.2% |
| 1Y | +24.1% | +11.4% | +12.8% | +7.5% |
| 3Y | -3.1% | +70.1% | -73.2% | -51.2% |
| 5Y | -67.8% | +53.7% | -121.6% | -81.2% |
| All | +436.3% | +209.6% | +226.7% | +79.2% |
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