The great divergence in performance among the major asset classes in 2013 rolls on. US REITs and US equities continue to lead the charge on the upside, pulling further away from the laggards, which are headed on the downside by commodities overall and foreign developed-market government bonds in US dollar terms. The wide array of returns so far this year is dramatic, but it’s not all that different from when we profiled this horse race a month ago. The main revision is that the hefty gains for US REITs and US stocks are even bigger.