+51.5%
LUNR vs VRSN
+22.5%
+29.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.0% |
| 7D | -0.5% | -1.5% | +1.0% | -0.7% |
| 30D | -11.3% | +0.7% | -12.0% | -11.0% |
| 3M | -44.9% | +0.6% | -45.5% | -44.4% |
| 6M | -17.3% | +21.7% | -39.0% | -15.4% |
| YTD | -9.9% | +20.0% | -29.9% | -7.9% |
| 1Y | +76.1% | +3.2% | +73.0% | +76.3% |
| 3Y | +240.0% | +42.4% | +197.6% | +259.9% |
| All | +51.5% | +22.5% | +29.0% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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