-4.5%
LUNR vs VTR
+22.5%
-27.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.5% | -7.7% | -4.0% |
| 7D | -14.3% | +10.0% | -24.4% | -10.0% |
| 30D | -30.5% | +9.6% | -40.1% | -27.4% |
| 3M | -28.9% | -1.2% | -27.6% | -28.7% |
| 6M | -60.8% | +2.8% | -63.6% | -58.6% |
| YTD | -38.8% | +17.4% | -56.2% | -25.4% |
| 1Y | -4.5% | +22.0% | -26.5% | +15.7% |
| All | -4.5% | +22.5% | -27.0% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling