+490.8%
LITE vs VTR
+95.0%
+395.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +5.7% |
| 7D | -35.9% | +4.7% | -40.6% | -36.6% |
| 30D | -51.5% | +10.9% | -62.4% | -52.8% |
| 3M | -35.7% | -3.2% | -32.5% | -35.4% |
| 6M | -43.0% | +3.7% | -46.6% | -44.4% |
| YTD | +46.1% | +16.8% | +29.3% | +36.9% |
| 1Y | +124.7% | +21.3% | +103.4% | +107.7% |
| 3Y | +1,172.1% | +119.0% | +1,053.0% | +805.6% |
| All | +490.8% | +95.0% | +395.8% | +340.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling