+48.7%
LUNR vs VTRS
+46.7%
+2.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.1% |
| 7D | -3.1% | -2.2% | -0.9% | -2.5% |
| 30D | -15.3% | +3.3% | -18.7% | -16.1% |
| 3M | -53.2% | +2.0% | -55.2% | -53.7% |
| 6M | -22.2% | +19.9% | -42.2% | -26.8% |
| YTD | -11.6% | +35.7% | -47.3% | -20.2% |
| 1Y | +68.4% | +68.1% | +0.3% | +41.9% |
| 3Y | +216.8% | +87.1% | +129.7% | +173.1% |
| All | +48.7% | +46.7% | +2.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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