+1,668.5%
LITE vs VNQ
+33.3%
+1,635.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.7% | +4.7% | +4.5% |
| 7D | -1.5% | -1.3% | -0.3% | -0.7% |
| 30D | +6.7% | -2.9% | +9.6% | +9.0% |
| 3M | -6.8% | +0.8% | -7.6% | -9.1% |
| 6M | +29.4% | +2.5% | +27.0% | +24.1% |
| YTD | +139.1% | +10.6% | +128.5% | +112.0% |
| 1Y | +521.0% | +9.1% | +511.9% | +457.3% |
| All | +1,668.5% | +33.3% | +1,635.2% | +1,132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 3y: compounded portfolio wealth divided by compounded VNQ 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…
3y analysis · Full analysis span regression · 6 months rolling