+216.8%
LUNR vs VTR
+132.9%
+83.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.8% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -15.3% | +1.1% | -16.4% | -15.4% |
| 3M | -53.2% | +7.9% | -61.1% | -53.9% |
| 6M | -22.2% | +6.2% | -28.4% | -22.9% |
| YTD | -11.6% | +17.7% | -29.3% | -14.0% |
| 1Y | +68.4% | +32.9% | +35.5% | +58.0% |
| 3Y | +216.8% | +129.7% | +87.1% | +162.9% |
| All | +216.8% | +132.9% | +83.9% | +162.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling