+1,009.8%
LITE vs VNQ
+6.3%
+1,003.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.1% | +11.1% |
| 7D | +12.6% | -0.4% | +13.0% | +12.9% |
| 30D | +9.9% | -2.5% | +12.5% | +12.0% |
| 3M | +9.3% | +1.4% | +7.9% | +6.4% |
| 6M | +75.2% | +4.6% | +70.7% | +65.7% |
| YTD | +165.5% | +10.5% | +154.9% | +139.0% |
| 1Y | +555.0% | +8.4% | +546.6% | +498.7% |
| 3Y | +1,870.5% | +32.4% | +1,838.0% | +1,423.1% |
| 5Y | +1,009.8% | +5.5% | +1,004.4% | +903.8% |
| All | +1,009.8% | +6.3% | +1,003.6% | +903.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling