+51.5%
LUNR vs VTR
+98.0%
-46.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.1% |
| 7D | -0.5% | -1.8% | +1.3% | -0.7% |
| 30D | -11.3% | +4.0% | -15.3% | -11.0% |
| 3M | -44.9% | +7.8% | -52.8% | -44.7% |
| 6M | -17.3% | +6.4% | -23.7% | -16.8% |
| YTD | -9.9% | +18.3% | -28.2% | -8.9% |
| 1Y | +76.1% | +33.9% | +42.2% | +78.4% |
| 3Y | +240.0% | +134.3% | +105.7% | +268.8% |
| All | +51.5% | +98.0% | -46.5% | +61.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling