+5.4%
VCIT vs LUNR
+62.5%
-57.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -6.0% | -0.1% |
| 7D | +0.1% | +6.5% | -6.4% | +0.1% |
| 30D | -0.8% | -4.4% | +3.6% | -0.8% |
| 3M | -0.5% | -47.3% | +46.7% | -0.5% |
| 6M | -1.4% | -11.1% | +9.7% | -1.4% |
| YTD | -0.8% | -3.4% | +2.6% | -0.8% |
| 1Y | +0.3% | +85.8% | -85.5% | +0.3% |
| 3Y | +19.2% | +264.7% | -245.4% | +19.4% |
| All | +5.4% | +62.5% | -57.1% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 10y: compounded portfolio wealth divided by compounded LUNR 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…
10y analysis · Full analysis span regression · 6 months rolling