+5,083.9%
LITE vs VNQ
+89.6%
+4,994.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.9% |
| 3M | -6.8% | +0.8% | -7.6% | -8.5% |
| 6M | +29.4% | +2.5% | +27.0% | +25.5% |
| YTD | +139.1% | +10.6% | +128.5% | +118.2% |
| 1Y | +521.0% | +9.1% | +511.9% | +472.4% |
| 3Y | +1,535.3% | +31.0% | +1,504.2% | +1,223.3% |
| 5Y | +889.8% | +4.9% | +884.9% | +830.2% |
| 10Y | +2,400.7% | +59.5% | +2,341.3% | +1,667.0% |
| All | +5,083.9% | +89.6% | +4,994.3% | +3,266.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling