-17.4%
LUNR vs VNQ
+11.6%
-29.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -1.8% | -11.4% | -12.0% |
| 7D | -26.2% | +2.5% | -28.7% | -27.1% |
| 30D | -42.8% | +7.0% | -49.8% | -45.4% |
| 3M | -38.4% | -1.9% | -36.5% | -37.6% |
| 6M | -65.2% | +2.3% | -67.5% | -66.9% |
| YTD | -46.9% | +11.8% | -58.7% | -57.2% |
| 1Y | -17.4% | +11.9% | -29.3% | -33.5% |
| All | -17.4% | +11.6% | -29.0% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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