+555.0%
LITE vs VTR
+36.7%
+518.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.5% | +10.9% |
| 7D | +12.6% | -2.4% | +15.0% | +11.7% |
| 30D | +9.9% | -3.7% | +13.7% | +8.0% |
| 3M | +9.3% | +13.5% | -4.3% | +9.7% |
| 6M | +75.2% | +7.2% | +68.0% | +78.4% |
| YTD | +165.5% | +17.6% | +147.9% | +173.4% |
| 1Y | +555.0% | +35.4% | +519.6% | +588.1% |
| All | +555.0% | +36.7% | +518.3% | +588.1% |
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