+901.5%
LITE vs VTR
+86.5%
+815.0%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.0% | +6.0% | +4.5% |
| 7D | -1.5% | -1.7% | +0.1% | -1.2% |
| 30D | +6.7% | -2.4% | +9.1% | +7.3% |
| 3M | -6.8% | +14.8% | -21.5% | -11.9% |
| 6M | +29.4% | +5.3% | +24.1% | +25.8% |
| YTD | +139.1% | +18.1% | +121.0% | +123.9% |
| 1Y | +521.0% | +36.7% | +484.3% | +450.9% |
| 3Y | +1,535.3% | +130.1% | +1,405.2% | +1,047.7% |
| All | +901.5% | +86.5% | +815.0% | +647.5% |
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