+232.7%
LITE vs VTR
+22.5%
+210.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.5% | -10.3% | -6.3% |
| 7D | -31.4% | +10.0% | -41.5% | -27.3% |
| 30D | -42.6% | +9.6% | -52.2% | -39.2% |
| 3M | -26.2% | -1.2% | -25.0% | -24.6% |
| 6M | -35.8% | +2.8% | -38.6% | -31.6% |
| YTD | +70.0% | +17.4% | +52.6% | +71.4% |
| 1Y | +232.7% | +22.0% | +210.7% | +273.0% |
| All | +232.7% | +22.5% | +210.3% | +273.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling