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VTS vs. IIPR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between VTS and IIPR is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

VTS vs. IIPR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vitesse Energy Inc (VTS) and Innovative Industrial Properties, Inc. (IIPR). The values are adjusted to include any dividend payments, if applicable.

-30.00%-20.00%-10.00%0.00%10.00%20.00%30.00%JulyAugustSeptemberOctoberNovemberDecember
7.19%
-33.59%
VTS
IIPR

Key characteristics

Sharpe Ratio

VTS:

0.64

IIPR:

-0.68

Sortino Ratio

VTS:

1.07

IIPR:

-0.68

Omega Ratio

VTS:

1.13

IIPR:

0.89

Calmar Ratio

VTS:

0.96

IIPR:

-0.36

Martin Ratio

VTS:

3.34

IIPR:

-2.39

Ulcer Index

VTS:

5.42%

IIPR:

10.59%

Daily Std Dev

VTS:

28.30%

IIPR:

37.35%

Max Drawdown

VTS:

-18.91%

IIPR:

-75.43%

Current Drawdown

VTS:

-11.94%

IIPR:

-69.81%

Fundamentals

Market Cap

VTS:

$775.81M

IIPR:

$2.87B

EPS

VTS:

$1.47

IIPR:

$5.61

PE Ratio

VTS:

17.86

IIPR:

18.05

Total Revenue (TTM)

VTS:

$255.37M

IIPR:

$310.93M

Gross Profit (TTM)

VTS:

$86.42M

IIPR:

$231.15M

EBITDA (TTM)

VTS:

$162.07M

IIPR:

$246.09M

Returns By Period

In the year-to-date period, VTS achieves a 21.07% return, which is significantly higher than IIPR's -26.70% return.


VTS

YTD

21.07%

1M

-11.79%

6M

6.87%

1Y

18.42%

5Y*

N/A

10Y*

N/A

IIPR

YTD

-26.70%

1M

-34.33%

6M

-33.59%

1Y

-25.33%

5Y*

3.53%

10Y*

N/A

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Risk-Adjusted Performance

VTS vs. IIPR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vitesse Energy Inc (VTS) and Innovative Industrial Properties, Inc. (IIPR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for VTS, currently valued at 0.65, compared to the broader market-4.00-2.000.002.000.65-0.68
The chart of Sortino ratio for VTS, currently valued at 1.09, compared to the broader market-4.00-2.000.002.004.001.09-0.68
The chart of Omega ratio for VTS, currently valued at 1.13, compared to the broader market0.501.001.502.001.130.89
The chart of Calmar ratio for VTS, currently valued at 0.97, compared to the broader market0.002.004.006.000.97-0.53
The chart of Martin ratio for VTS, currently valued at 3.36, compared to the broader market0.0010.0020.003.36-2.39
VTS
IIPR

The current VTS Sharpe Ratio is 0.64, which is higher than the IIPR Sharpe Ratio of -0.68. The chart below compares the historical Sharpe Ratios of VTS and IIPR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.65
-0.68
VTS
IIPR

Dividends

VTS vs. IIPR - Dividend Comparison

VTS's dividend yield for the trailing twelve months is around 8.52%, less than IIPR's 10.58% yield.


TTM2023202220212020201920182017
VTS
Vitesse Energy Inc
8.52%9.14%0.00%0.00%0.00%0.00%0.00%0.00%
IIPR
Innovative Industrial Properties, Inc.
10.58%7.16%7.01%2.18%2.44%3.73%2.64%1.70%

Drawdowns

VTS vs. IIPR - Drawdown Comparison

The maximum VTS drawdown since its inception was -18.91%, smaller than the maximum IIPR drawdown of -75.43%. Use the drawdown chart below to compare losses from any high point for VTS and IIPR. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.94%
-48.12%
VTS
IIPR

Volatility

VTS vs. IIPR - Volatility Comparison

The current volatility for Vitesse Energy Inc (VTS) is 7.96%, while Innovative Industrial Properties, Inc. (IIPR) has a volatility of 26.46%. This indicates that VTS experiences smaller price fluctuations and is considered to be less risky than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember
7.96%
26.46%
VTS
IIPR

Financials

VTS vs. IIPR - Financials Comparison

This section allows you to compare key financial metrics between Vitesse Energy Inc and Innovative Industrial Properties, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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